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Google appeals EU orders to share search data and open Android to AI rivals

Google has asked Europe's General Court to reject two Digital Markets Act orders. The orders could force Google to share search data with rival search engines and let competing AI assistants run on Android systems with the same reach as Gemini.

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What happened

Google has asked Europe's General Court to reject two Digital Markets Act orders. The orders could force Google to share search data with rival search engines and let competing AI assistants run on Android systems with the same reach as Gemini.

Confirmed

Global impact / market context

If the court upholds the orders, Google may have to give rivals valuable search data and equal Android access, which means its Gemini assistant could lose a key advantage and its advertising business could face more competition.

Analyst inference

This case shows how Europe's Digital Markets Act, a law that limits big tech platforms, is being tested in court. The result could shape how much data and distribution power dominant platforms must share with smaller rivals.

Analyst inference

What to watch

  1. Google has asked the General Court to throw out the two Digital Markets Act orders, so a court ruling on whether those orders stand or are rejected will be central. Confirmed
  2. If the court orders Google to share search data, rival engines could improve their results, which may pull users and advertising revenue away from Google and affect its costs. Proposed
  3. If competing AI assistants gain equal Android access, phone makers could preload them instead of Gemini, reducing Google's distribution advantage and shifting its revenue and investor positioning. Analyst inference

Evidence