The European Commission has unveiled new measures under its Digital Markets Act (DMA) that will compel Google to open its Android platform to competing AI services and increase competition in search. The legally binding decisions mark the latest escalation in Europe's ongoing effort to rein in Big Tech.
Since the DMA came into force in 2024, regulators have wasted little time flexing their new authority. Apple, Meta, and Google have all faced steep fines and orders to alter their business practices. The latest measures, announced after months of consideration, target two core areas of Google's ecosystem: Android smartphones and search.
Opening Android to Rival AI Platforms
Under the new specification measures, Google must open up access to competing AI platforms on Android devices. Currently, the company's own AI assistant, Gemini, enjoys preferential treatment across the operating system. Gemini comes preloaded on all Google-certified Android phones and activates in response to the "Hey Google" voice command.
Beyond basic voice activation, Google's AI also benefits from deeper system integration. Gemini has access to system and app automation features, screen content, and other capabilities that give it a structural advantage over potential rivals. The EU's new requirements could theoretically level the playing field by giving third-party AI platforms similar access to these system-level features.
Google's Objections and the Gatekeeper Designation
Google has pushed back against the measures, arguing that the changes could undermine user privacy and security. However, the company has limited room to maneuver. Under the DMA, Google holds the designation of a "gatekeeper," a status assigned to companies that control critical digital platforms. The European Commission emphasized that its new decisions are legally binding, leaving Google with no choice but to comply.
