Stock Markets April 27, 2026 12:23 PM

EU Antitrust Officials Advise Google on Opening Android AI Capabilities to Rivals

European Commission sets out measures to let competing AI services interact with Android apps, prompting criticism from Google over privacy and device autonomy

By Nina Shah GOOGL
EU Antitrust Officials Advise Google on Opening Android AI Capabilities to Rivals
GOOGL

EU competition regulators have given Alphabet's Google guidance on how to allow rival online search engines and AI developers access to Android capabilities currently used by Google's Gemini AI, under the Digital Markets Act. The Commission is soliciting feedback before making a final compliance decision by the end of July, and warned that breaches of the DMA can trigger fines up to 10% of global annual sales.

Key Points

  • EU regulators proposed measures to ensure competing AI services can access Android capabilities currently reserved for Google’s Gemini AI, enabling tasks like sending emails via a user’s preferred app.
  • The European Commission opened a specification proceeding three months ago and has set a feedback deadline of May 13; it expects a final determination on Google’s DMA compliance by the end of July.
  • Non-compliance with the Digital Markets Act can result in fines up to 10% of a company’s annual global sales; the measures and timeline affect the tech, mobile OS, and AI sectors.

EU antitrust officials presented Alphabet's Google with a set of proposed measures aimed at ensuring competing online search services and artificial intelligence developers can access key Android capabilities now reserved for Google's Gemini AI model. The guidance, issued by the European Commission on Monday, is part of the bloc's effort to enforce the Digital Markets Act and follows a specification proceeding opened three months ago to test Google’s compliance.

Regulators said that Google presently restricts the use of certain core functions in its Android mobile operating system to support its Gemini AI on smartphones and tablets. The Commission's suggested remedies are designed to let alternative AI services effectively interact with applications on users' Android devices and carry out tasks on their behalf - for example, sending an email via the user's chosen email app, placing a food order, or sharing a photo with friends.

The European Commission set a deadline of May 13 for third parties to submit feedback on the proposal. It intends to issue a final determination on whether Google complies with the DMA by the end of July. The DMA includes enforcement powers that allow regulators to impose fines of up to 10% of a company's annual global turnover in the event of a breach.

"Today’s proposed measures will give more choice to Android users about the AI services they use and integrate in their phone, including from the vast range of AI services that compete with Google’s own AI," EU antitrust chief Teresa Ribera said in a statement.

Google pushed back on the Commission's approach, arguing that Android already supports an open ecosystem where AI assistants can develop and where device manufacturers retain full control to tailor AI services. Clare Kelly, Google’s Senior Competition Counsel, said the proposed intervention would remove that autonomy and would force access to sensitive hardware and device permissions. In an emailed statement, Kelly added that the measures would raise costs and compromise privacy and security protections for European users.

"This unwarranted intervention would strip away that autonomy, mandate access to sensitive hardware and device permissions; unnecessarily driving up costs while undermining critical privacy and security protections for European users," Clare Kelly said.

Regulators also previously issued instructions to Google this month about enabling rival search engines and AI chatbots to access its search data as part of the DMA compliance process. The Commission's feedback period and the July timetable will determine whether the proposed measures become binding requirements under the DMA framework.


Context for markets and industry participants

The proposed measures and the Commission's enforcement timeline create a clear compliance window for Google while signaling potential operational changes for the broader mobile OS and AI service ecosystem. The outcome could affect how device makers integrate third-party AI services, how developers connect AI assistants to device-level functions, and how regulators apply DMA rules to platform incumbents.

Risks

  • Regulatory enforcement risk - Google faces a formal compliance review under the DMA and potential fines for breaches, which could influence its operating model in Android and AI integrations (impacts: tech, mobile OS).
  • Privacy and security concerns cited by Google - the company argues mandated access to device permissions and sensitive hardware could undermine protections for users, raising implementation and reputational risks (impacts: consumer tech, AI services).
  • Commercial and operational disruption for device makers and developers - mandated changes to enable rival AI services to interact with device apps could increase costs and alter integration approaches (impacts: device manufacturers, app developers).

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