EU forces Google to unlock Android AI and search data, igniting privacy and competition clash

The European Commission has ordered Google to increase interoperability under the Digital Markets Act (DMA). The new rules require Google to open its Android platform to competing AI assistants and to share search data with rivals, aiming to foster more competition in the EU.
EU forces Google to unlock Android AI and search data, igniting privacy and competition clash

EU forces Google to unlock Android AI and search data, igniting privacy and competition clash
The European Union has moved from warning Big Tech to directly reshaping it, ordering Google to loosen its grip on Android and search in the name of competition—while Google warns the new rules could put user privacy and security at risk.

Early regulatory steps and the DMA framework

Since the Digital Markets Act (DMA) came into force in 2024, Brussels has targeted dominant platforms it labels “gatekeepers,” demanding they give rivals comparable access to systems and data. The law empowers the European Commission to impose structural changes instead of just fines, with non‑compliance risking penalties of up to 10 percent of a company’s global annual turnover.

July 2026: Binding decisions against Google

After several months of technical proceedings under the DMA, the Commission on Thursday issued two legally binding “specification measures” focused on Android and Google Search. One decision requires Google to give rival AI assistants the same kind of system features and data access that its own Gemini assistant enjoys on Android, expanding interoperability so users—not Google—choose their primary AI. The second compels Google to start sharing certain search data with competing search engines and AI chatbots so they can offer more competitive services.

The Commission set two key deadlines: Google must begin sharing search data by January 2027 and implement Android changes by July 2027.

Competing visions: competition vs. privacy

EU regulators say the goal is to “support interoperability and competition” and ensure third‑party AI assistants are not “limited in how they can offer their innovative services,” especially to the roughly 60 percent of EU users on Android devices. Officials argue the measures are designed to preserve “user privacy and device integrity” even as they open up core Google platforms.

Google, however, has “voiced strong opposition,” arguing that mandated data sharing and deeper system access for external AI systems “will undermine privacy and security.” The company must still comply as a DMA gatekeeper, but the clash sets up years of tension over whether Europe’s aggressive competition push can coexist with robust protection of user data.

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