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What just happened? European Union regulators are forcing Google to change how Android handles artificial intelligence, ordering the company to open up the operating system and its search data to competing AI services. Under a binding decision announced on Thursday, Google must grant rival AI assistants the same system-level access that its Gemini assistant enjoys on Android phones in the bloc. The move is intended to prevent Google from using Android's vast reach to tilt the fast-growing AI market in its favor and to ensure that competing services have a fair opportunity to reach users.

The stakes are high. Android powers about 60% of smartphones in the European Union, and AI companies see those devices as the primary gateway for turning chatbots into everyday assistants. The deeper a service is integrated into a device – reading the screen, handling messages, and interacting with other apps – the more useful it becomes. That is precisely the layer of control EU officials are now trying to open up.

Regulators said Google will have to place rival AI services on "equal footing" with Gemini. That includes access to voice commands, system search, and the ability to perform actions in other apps, such as ordering a ride, replying to a text message, or pulling up information about a place a user recently visited. The changes must be implemented by next July.