EU Merger Control, Platform Access and Cloud Scrutiny Intensify
Key Questions
What new EU antitrust rules apply to Google?
The rules require Google to share search data with rivals and open 11 Android features to competitors. Implementation begins in January 2027 for search data and July 2027 for Android.
How might the rules affect innovation and investment?
A critique frames the pricing rule as a de facto compulsory license that could chill innovation. This is reshaping the competitive landscape for European AI startups and strategic buyers.
When do the Google data-sharing and Android rules take effect?
Search data sharing starts in January 2027, while Android changes begin in July 2027. These timelines give companies time to prepare for compliance.
What is the connection between these rules and digital sovereignty?
The rules reinforce EU tech sovereignty by mandating data access and openness. Digital sovereignty is now a factor in operational due diligence and deal risk for buyers.
How do the rules impact European AI startups and M&A?
They alter the competitive environment by forcing data sharing and feature access. This affects strategic buyers and investment decisions in AI and related sectors.
EU measures require Google to share search data with rivals from January 2027 and open 11 Android features from July 2027, while Broadcom's VMware practices face scrutiny. Harman's proposed €1.5B ZF Capri acquisition remains under review; Allianz's Ingenico buyout was cleared under simplified review.