EU forces Google to share search data with rivals and AI chatbots under Digital Markets Act

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The European Commission has issued preliminary findings requiring Google to share key search data with competitors under the Digital Markets Act. The measures explicitly include AI chatbots as data beneficiaries, sparking fierce pushback from Google over privacy concerns. Brussels aims to level the playing field in search markets, while Google claims the demands exceed the DMA's mandate and could jeopardize user privacy.

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Brussels Mandates Search Data Sharing to Rival Search Engines

The European Commission has issued preliminary findings under the Digital Markets Act that would compel Google to open up its search data to competitors, marking a significant escalation in DMA enforcement. The measures, published on April 16, 2026, outline six specific areas of obligation governing how Google must share search ranking, query, click, and view data with third-party search engines on fair, reasonable, and non-discriminatory terms

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. The decision targets decades of accumulated user behavior data that Google has leveraged to maintain its dominance in search markets, creating what rivals describe as a structural barrier to meaningful competition

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Teresa Ribera, executive vice-President for Clean, Just and Competitive Transition, emphasized that data is a key input for online search and developing new services, including AI. "Access to this data should not be restricted in ways that could harm competition," she stated, adding that in fast-moving markets, small changes can quickly have a big impact

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. The specification proceedings, launched on January 27, 2026, must be finalized by late July 2026, creating a tight timeline for Brussels to lock in binding requirements

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AI Chatbots Explicitly Included as Data Beneficiaries

The most commercially consequential element of the proposed measures is the explicit inclusion of AI chatbots with search functionalities as eligible data beneficiaries. This signals that the European Commission regards conversational AI systems that answer queries directly as competing in the same space as traditional search engines, therefore entitled to the same data access rights

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. The decision could reshape how AI-powered search competitors access the behavioral data necessary to build services capable of challenging Google Search.

The six areas covered by the Commission's proposed measures include: eligibility criteria for data beneficiaries, the scope of search data Google must share, the means and frequency of data sharing, anonymization requirements for personal data, parameters for setting fair pricing, and governance processes for access

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. Traditional competitors including DuckDuckGo and Ecosia have long argued that asymmetric access to user behavior data prevents them from replicating Google's capabilities at scale.

Google Pushes Back Over User Privacy Concerns

Google has responded forcefully to the Commission's demands, with Clare Kelly, senior Competition Counsel at Google, arguing that the proposal "far exceeded the DMA's original mandate." The company warned that hundreds of millions of Europeans trust Google with sensitive searches about health, family, and finances, and that the Commission's proposal would force the company to hand this data over to third parties "with dangerously ineffective privacy protections"

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Google specifically accused the investigation of being driven "at least in part by OpenAI," which it claims is seeking to harvest data from Google in ways not anticipated by DMA drafters. The company also criticized the EC's plan to "mandate ineffective anonymization to increase data volume," arguing this would trade off user privacy to satisfy unbounded competitor demands

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. The privacy debate highlights a core tension in DMA enforcement: fostering competition while protecting sensitive user information.

High Stakes for Alphabet as Non-Compliance Risks Loom

The proceedings do not yet constitute a finding of non-compliance, but they establish the legal architecture for potential enforcement action. If Google fails to satisfy the measures ultimately adopted, the Commission retains authority to open a formal non-compliance decision carrying fines of up to 10% of Alphabet's global annual turnover—a figure that could exceed $35 billion given Alphabet's revenues

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. Such substantial fines would represent one of the largest regulatory penalties in tech industry history.

The Commission has opened a public consultation running until May 1, allowing third parties including Google's competitors to comment before finalizing binding requirements by July 27, 2026

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. This action represents one of several simultaneous DMA enforcement tracks against Google as a designated gatekeeper. Parallel specification proceedings address Google's Android interoperability obligations, requiring that third-party AI service providers receive equally effective access to the same hardware and software features that power Gemini

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. The combination of pricing parameters and access governance means Brussels is not merely mandating data sharing but specifying in detail how commercial and technical terms should work, setting a precedent for how the Digital Markets Act reshapes competitive dynamics in AI-driven search markets.

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