The European Commission on July 16 adopted two binding decisions that reach deeper into Google's platform than any Digital Markets Act enforcement to date — prying open Android for competing AI assistants and forcing Google to sell access to its search data to rivals, AI chatbots included.
Decision one: the assistant slot
The first specification decision requires Google to give rival AI assistants equal access to roughly 11 Android functionalities currently reserved for Gemini and Google Assistant — including voice activation (the "Hey Google" hot-word slot), task delegation such as booking a taxi, and chat suggestions. Access is conditioned on rivals meeting security and privacy criteria. Users see the change with the next major Android release in July 2027.
Decision two: the data tap
The second decision compels Google to share search data — anonymized through what the Commission describes as a multi-layered method — with competing search engines, explicitly including AI chatbots with search functionality. The regime comes with a fair-pricing formula and a transparent access process, and takes effect from January 2027. Press coverage was quick to note the obvious beneficiaries: OpenAI, Perplexity and any assistant maker that has struggled to match Google's click-and-query corpus, though the Commission's own text names no company.
Google's response
Kent Walker, Google's president of global affairs, signaled a fight: "Today's decisions risk undermining vital privacy and security guardrails for millions of Europeans." The company has previously argued that DMA interoperability mandates hand attack surface to bad actors and free-ride on decades of infrastructure investment.
The mechanics
Specification decisions are the DMA's quiet weapon — they don't levy fines but define, bindingly, what compliance means, with penalties of up to 10% of global revenue for ignoring them. Brussels has now used the instrument to make the assistant layer, not the app store, the next contested territory on 3 billion Android devices.
