The European Commission adopted 2 binding decisions that require Google to stock anonymized Search information pinch rival hunt engines and to unfastened parts of Android to competing AI assistants.
The hunt information measures springiness eligible providers, including AI chatbots pinch hunt functions, entree to anonymized query, click, view, and results-position information they tin usage to build their ain retrieval and ranking systems.
The Commission set retired some decisions nether the Digital Markets Act, six months aft opening the proceedings that produced them.
We covered the hunt information connection successful April, erstwhile it was preliminary findings retired for nationalist consultation. The type adopted this period is final.
What the Decision Requires
Google is required to stock anonymized information connected rankings, queries, clicks, and views from some free and paid Search results nether adjacent and non-discriminatory terms. This includes accusation specified arsenic hunt queries, metadata for illustration connection and instrumentality type, viewed URLs, personification interactions, and consequence positions.
However, it does not see Google’s ranking algorithms. Certain delicate data, for illustration relationship details, hunt histories, timestamps, and uncommon aliases lengthy queries, are suppressed to protect individuals.
The Commission stated that Google’s existent data-sharing attack has failed. The caller determination specifications what effective sharing entails, covering who qualifies and really information is priced, pinch costs based connected betterment alternatively than open-market rates.
AI chatbots that suffice arsenic online hunt engines nether the DMA are eligible to usage the information to amended their systems, but not for training wide AI models aliases replicating Google’s results. These requirements are binding nether the DMA but do not impact fines, dissimilar a abstracted DMA lawsuit related to self-preferencing and ongoing antitrust cases successful European courts.
Why the Data Matters for AI Search
This determination extends beyond hunt engines into AI responses because it involves grounding. AI chatbots usage caller web information to guarantee their answers are accurate, and the value of that information depends connected the hunt accusation down it. A 2025 explainer connected AI Mode explained that Google grounds its models pinch a strategy called FastSearch, which relies connected its ain hunt ranking signals.
The determination does not springiness this to competitors. It doesn’t require Google to stock FastSearch aliases its hunt algorithms and technology. Instead, Google must stock anonymized information connected queries, clicks, views, and consequence rankings that eligible parties tin usage to create their ain retrieval and ranking systems, pinch grounding being 1 of the approved uses.
In February, we suggested that this EU process could person much important semipermanent implications for AI search than the US antitrust lawsuit because whether Google’s hunt information powers competing AI devices affects the full strategy of AI responses, citations, and referrals. The determination marks the constituent wherever that rumor originates to beryllium addressed operationally. A chatbot pinch entree to extended anonymized Google Search relationship information starts pinch a different baseline than 1 without specified data.
Who Can Actually Use It
Which companies use first depends connected who tin already efficaciously utilize the data, not conscionable connected eligibility. All applicants must person astatine slightest 50,000 monthly EU users and walk either a two-year operating history or, for newer entrants, an finance test. Security screening and an independent audit are required earlier Google shares immoderate data.
Established hunt engines for illustration Bing and DuckDuckGo are apt to meet these thresholds quickly and enactment upon caller information rights. Newer entrants must create the capacity to leverage the information earlier it influences their offerings.
In the short term, the effect connected postulation will beryllium constricted by a baseline we’ve tracked passim the year. AI chatbots still relationship for a mini information of referrals. According to SE Ranking, each AI platforms mixed represented astir 0.24% of world net postulation arsenic of January. Better entree to this information could power what competing engines and chatbots tin develop, but it unsocial does not find wherever searchers go.
The Android AI Track
The 2nd determination covers Android. Google must unfastened a group of operating strategy features to rival AI assistants truthful a personification tin activate a competing adjunct by voice, akin to the “Hey Google” command, and fto it enactment wrong apps, specified arsenic booking a taxi aliases drafting a reply.
Google must adhd astir of these features successful the adjacent awesome Android release, Android 18, and by August 1, 2027 astatine the latest. Concurrent sound activation, which lets much than 1 adjunct respond to different aftermath words, has a later deadline of August 1, 2028. Google’s ain Gemini adjunct already has this level of entree connected Android, which is the asymmetry the determination is meant to close.
Google’s Response
Google disagrees pinch some rulings. Kent Walker, president of world affairs astatine Google and Alphabet, wrote that they “risk undermining captious privateness and information guardrails” for millions of Europeans. He besides mentioned that Google has many times projected solutions aimed astatine achieving the DMA’s objectives. Regarding the hunt information measures, his interest is astir revealing European hunt information to unfamiliar companies without due anonymization aliases users’ knowledge and consent.
The Commission explains that the anonymization involves a multi-layered method process mixed pinch contractual safeguards, developed pinch soul and outer privateness experts. This process allows Google to reappraisal an applicant connected cybersecurity aliases information protection criteria earlier sharing immoderate data, and the measures tin beryllium reassessed if independent testing reveals the safeguards are insufficient.
Why This Matters
Once providers walk the entree process, competing hunt engines and AI chatbots summation entree to anonymized hunt data, akin to what Google has amassed astatine scale. A broader scope of providers utilizing this information could alteration much hunt engines and chatbots that mention sources and make referral traffic, moving distant from the existent power of a fewer platforms. However, this doesn’t guarantee that outcome. It depends connected who qualifies done eligibility and audits, and really good the information performs successful existent merchandise development.
Looking Ahead
Initially, searchers and publishers won’t announcement immoderate changes. Google will walk the remainder of 2026 processing the dataset and establishing terms, pinch its pricing connection owed by January 2027 astatine the latest. Each eligible supplier will past entree the information connected its ain schedule, aft licensing it and agreeing to the price. The main Android changes are owed by August 1, 2027, and concurrent sound activation by August 1, 2028.
The Commission plans to reappraisal these measures each 2 years and whitethorn reopen them if independent testing indicates the anonymization is inadequate. Whether this will grow the number of engines and chatbots vying for visibility remains uncertain, and the result will only beryllium clear erstwhile eligible providers statesman leveraging the data.
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