EU Orders Google to Share Android, Search Data With AI Rivals by 2027

Google's dominance in mobile and search—two core pillars of its business—now faces direct regulatory challenge in Europe. The Digital Markets Act order is not merely a compliance obligation; it is designed to dismantle the historical barriers that made Android and search data such valuable competitive assets. By forcing interoperability and data access, the EU is creating pathways for rival AI tools to build on Google's infrastructure without having to recreate it. This structural change arrives at a moment when Google's own AI execution is under pressure: delays in the next Gemini release suggest the company may be struggling to match the pace of competitors like OpenAI in enterprise-grade AI product delivery. Together, these pressures—regulatory fragmentation in Europe and internal execution challenges—raise fundamental questions about whether Google can sustain its pricing power and user retention in search and mobile over time. The company will need to invest heavily both to comply with EU rules and to differentiate Gemini sufficiently to compete against rivals who will now have access to the same data and platform features.