EU's Android AI Ruling Fractures Google's OS Advantage

The European Commission has escalated its Digital Markets Act enforcement, initiating proceedings to compel Google to grant third-party AI assistants the same deep Android access as its native Gemini. This represents a strategic shift from regulating existing monopolies to proactively shaping the competitive landscape for emerging technologies. By targeting the operating system—the critical distribution channel for on-device AI—the EU aims to prevent platform owners from cementing an unassailable advantage in this next-generation interface war.

This ruling immediately benefits independent AI developers like Perplexity while putting intense pressure on Google