EU orders Google to share anonymized search data with rivals by 2027

The European Commission just told Google to do two things it really, really does not want to do: share its search data with competitors and let rival AI models play on Android with the same privileges as its own Gemini.

The twin mandates, issued Thursday under the Digital Markets Act, represent the most concrete effort yet by Brussels to pry open the data moats that tech giants have spent decades building. Full compliance is expected by 2027, giving Google roughly a year to figure out how to hand over the keys without losing the castle.

What Google actually has to do

The first requirement is straightforward in concept, thorny in execution. Google must share anonymized ranking data, search queries, click-through metrics, and view data with third-party search engines and qualifying AI chatbots. The terms must be fair, reasonable, and non-discriminatory, a framework Brussels calls FRAND.

The second mandate targets Android. The Commission wants rival AI services to have equivalent access to the operating system’s hardware and software features, the same deep integration currently reserved for Gemini. Think messaging hooks, on-device ordering capabilities, and the system-level permissions that make an AI assistant feel native rather than bolted on.

Google has until July 27, 2026, to propose its compliance solutions to the Commission. The proceedings were formally opened on January 27, 2026, under the DMA’s specification process, which allows regulators to define exactly how a designated gatekeeper must behave.

Why this matters beyond Brussels

Forcing data sharing attacks the competitive moat itself. Google’s dominance in search isn’t primarily about better algorithms anymore. It’s about having two decades of behavioral data that no competitor can replicate. When regulators mandate that anonymized versions of that data flow to rivals on standardized terms, they’re essentially trying to commoditize Google’s biggest advantage.

The Android piece is equally significant. By requiring equal AI access at the operating system level, the Commission is preventing Google from using its mobile platform as a distribution funnel for Gemini.

The DMA framework that enables all of this was established in 2022, when Google was formally classified as a gatekeeper due to its dominant market position. These latest measures extend that regulatory scrutiny directly into the AI domain for the first time.

Google has raised concerns about privacy and security risks from increased data sharing. Anonymization is harder than it sounds, and the history of supposedly anonymized datasets being re-identified is long and uncomfortable. But the Commission appears to have decided that competitive harm from data hoarding outweighs those risks.

The crypto and decentralized AI angle

When regulators force open a data monopoly, the immediate beneficiaries are usually other large companies with the engineering resources to actually use that data. But the second-order effects are where it gets interesting for the crypto ecosystem.

If Google is required to share search data on FRAND terms, someone needs to build the pipes. Centralized competitors will build their own integrations. But decentralized protocols could theoretically serve as neutral intermediaries, providing verifiable data access without requiring trust in any single corporate entity.

The AI interoperability mandate on Android is similarly relevant. Decentralized AI agents that can operate at the system level on mobile devices, rather than being sandboxed into apps, would benefit from equal access requirements. The Commission’s vision of users choosing their preferred AI service maps neatly onto the crypto ethos of user sovereignty.

For investors watching this space, the key variable is implementation. The difference between a meaningful data-sharing regime and a performative one will come down to the technical specifications Google proposes by July 2026, and whether the Commission accepts them. If the terms are genuinely open, the addressable market for alternative search and AI products expands significantly.

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