EU forces Google to open Android and search data to AI rivals
The European Commission ordered Google by 2027 to give third-party AI assistants full access to 11 Android features and share anonymized search data, enforcing Digital Markets Act interoperability and data-sharing obligations to prevent Google from leveraging its mobile OS monopoly to dominate the AI assistant market.
On July 16, 2026, the European Commission issued two binding specification proceedings under the Digital Markets Act (DMA) requiring Google to (1) grant rival AI assistants interoperability with 11 key Android functionalities—including invocation surfaces, contextual data, and on-device actions—by the end of 2027; and (2) begin sharing anonymized Google Search data with competitors by January 2027. The rulings follow years of DMA proceedings and are designed to stop Google from using its Android monopoly (over 70% of EU mobile OS share) to advantage its own Gemini AI service over rivals like OpenAI, Anthropic, and Perplexity.
These EU actions expose a stark contrast with U.S. antitrust enforcement. While the DOJ won a landmark 2024 ruling that Google illegally monopolizes search distribution, the remedy phase has stalled, and no comparable interoperability or data-sharing mandate exists in the United States. Without equivalent U.S. rules, American consumers remain locked into Google's AI ecosystem by default—with no right to choose a third-party assistant on Android or demand access to Google's search data that trains rivals' models. The harm is concentrated: smaller AI startups, which lack Google's distribution advantage, cannot compete on equal footing, stifling innovation and entrenching Google's lead.
The humanitarian alternative
The U.S. Department of Justice should urgently demand in the ongoing Google search remedies phase that Google be required to (a) open Android assistant invocation surfaces to third-party AI assistants on an equal basis, (b) provide nondiscriminatory access to Google Search click-and-query data (anonymized, with privacy safeguards) for training and improving rival search and AI products, and (c) appoint a technical compliance monitor to ensure interoperability. These remedies, modeled on the EU's DMA specification proceedings, would restore competition without destroying the legitimate functionality of Android—simply by ensuring that Google cannot use its control over a platform to lock out rivals in adjacent AI markets.
Falsifiable predictions
What this entry claims will happen, and what data would prove it wrong. The Reckoner revisits these against current reality.
- Google will challenge the EU interoperability order in the European Court of Justice, seeking an interim suspension within 90 days.
- Within 12 months of the EU order taking effect, at least two major third-party AI assistants (e.g., ChatGPT, Claude) will launch on Android with full feature access in the EU, but not in the US.
- The U.S. DOJ will cite the EU's specification proceedings in its final proposed Google remedies brief, but will not independently demand comparable interoperability or data-sharing terms.
Grounded in
- Commission provides guidance to Google for AI interoperability on ...
- Commission seeks feedback on measures to ensure interoperability with ...
- Google required to open up to AI, search engine rivals under EU ... - CNBC
- PDF Europe: the role of DMA Article 6(7) - bruegel.org
- Google Ordered to Give A.I. Rivals More Access on Android Smartphones ...
- Google required to open up to AI, search engine rivals under EU ...
- EU Forces Google to Share Search Data and Open Android to Rival AI ...
- EU orders Google to share search data with rivals by 2027 ... - Fortune
- Google troubled by EU move to help AI, search rivals access services
- Commission opens proceedings to assist Google in complying with ...
Original source — excerpted
news Google ordered to open Android and Search to rivals in Europe"is a London-based reporter at The Verge covering all things AI and a Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Pos..."