EU moves to limit Google's Android AI dominance, requires equal access for competitors

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On Monday, EU regulators launched a new round of challenges against Google’s AI dominance in the Android ecosystem, proposing a series of measures requiring the company to open equal system-level access to competing AI services.

The European Commission, citing the Digital Markets Act (DMA), demanded that Google ensure "competitive AI services can effectively interact with apps and perform tasks on users’ Android devices."

EU competition chief Teresa Ribera said the measures would give Android users more rights to choose AI services, including numerous third-party options that compete with Google’s own AI products.

These measures are still just a guiding proposal and have not reached the level of a formal investigation or mandatory order, but they set a compliance direction for Google. If Google fails to implement the required changes, the EU can initiate a formal investigation and face new fines.

Clare Kelly, Google’s Senior Competition Counsel, criticized the move, calling it “unwarranted intervention” that could raise costs while weakening privacy and security protections for European users.

Core Demand: Equal System Access with Gemini

The EU’s main concern centers on Google’s AI assistant Gemini, which enjoys special advantages within the Android system.

According to the European Commission, Gemini is already deeply integrated into Android’s core functions and can interact and communicate with numerous apps.

The EU requires Google to provide competitors with equally effective access to key Android features, including voice activation technology—the ability for users to directly invoke AI services via this function.

The Commission also said it is soliciting industry feedback on these proposals.

Compliance Pressure and Transatlantic Game

This action is the latest step in the EU’s continued enforcement of the DMA amid rising transatlantic trade tensions.

The DMA sets behavioral boundaries for large tech companies, but has drawn strong dissatisfaction from the US government. President Trump has publicly criticized the law for unfairly targeting American firms.

Under political pressure from across the Atlantic, the EU’s enforcement approach remains cautious. So far, it has fined Apple €500 million (about $587 million) and Meta €200 million, with the scale remaining relatively limited.

Google’s compliance history in the EU has been turbulent. Over the years, the company has accumulated nearly €9.5 billion in EU fines for abusing market dominance.

If the required changes are not completed under the guiding measures, a formal investigation will be triggered, and Google will once again face the threat of substantial financial penalties.

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