EU Orders Google to Open Android AI Features, Share Search Data With Rivals

European Commission Mandates Android AI Openness

The European Commission has issued a landmark order requiring Google to open its Android operating system to third-party AI assistants and share search data with competitors. The decision, announced on Friday, targets Google's dominance in mobile AI and search markets.

Under the new specifications, Google must allow rival AI assistants—such as those from OpenAI and Microsoft—to operate as default options on Android devices. This ends Google's current practice of pre-installing its own AI assistant as the sole default.

The Commission also mandates that Google share certain search click and query data with competitors, enabling them to improve their own services. The data sharing will be subject to privacy safeguards, the EU said.

Impact on Competition and Innovation

The order is part of the EU's broader regulatory push under the Digital Markets Act (DMA), which designates Google as a gatekeeper. The DMA requires gatekeepers to ensure fair competition and avoid self-preferencing.

Industry analysts say the move could reshape the AI landscape in Europe. Smaller AI developers and search engines may gain access to data and distribution channels previously locked behind Google's ecosystem.

"This is a significant step towards leveling the playing field," said a Brussels-based competition lawyer. "It forces Google to treat rivals' AI assistants on par with its own."

Google has argued that opening Android to third-party AI assistants could compromise security and user privacy. The company has also warned that sharing search data might expose proprietary algorithms.

However, the Commission rejected these concerns, stating that the measures include strict data protection protocols. Google will have six months to comply with the AI assistant requirement and 12 months for the data sharing provisions.

Reactions from Industry and Regulators

EU Competition Commissioner Margrethe Vestager said the decision aims to foster innovation and choice for consumers. "No single company should have the power to decide which AI assistant or search engine Europeans use," she said in a statement.

Rival companies have welcomed the order. OpenAI and Microsoft have both publicly supported the EU's regulatory approach, though they declined to comment on specific compliance plans.

Consumer groups also praised the decision. "This gives users real choice and prevents Google from stifling competition in emerging AI markets," said a representative from BEUC, the European consumer organization.

What Happens Next

Google is expected to challenge the order in the European Court of Justice, a process that could delay implementation for months or years. The company has previously appealed other DMA obligations, with mixed results.

The Commission has indicated it will monitor compliance closely and could impose fines of up to 10% of Google's global annual revenue for non-compliance. The tech giant's next move will be closely watched by the industry and regulators worldwide.