EU Opens Antitrust Investigation into Google’s AI Search Features

European Commission initiates antitrust probe

The European Union’s competition authority has opened a formal investigation into Google’s AI‑enhanced search offerings, specifically the AI Overviews and AI Mode features that appear above standard search results. The Commission’s statement indicates that investigators will look at whether Google extracts content from websites and YouTube videos to power these AI answers without providing payment or allowing publishers to opt out without losing access to Google Search.

Key concerns about content use and market fairness

Regulators are focused on three main issues. First, the use of web publishers’ material without appropriate compensation, which could deprive content creators of revenue. Second, the lack of an opt‑out mechanism that forces publishers to consent to data use in order to remain visible in Google’s dominant search platform. Third, the restriction placed on rival AI developers, who are reportedly barred from using YouTube content to train their own models, potentially giving Google an unfair advantage in the rapidly expanding AI market.

Google’s response

Google has responded to the investigation by asserting that its AI tools are designed to benefit European users and that the company remains committed to collaborating with the news and creative sectors as the industry transitions to AI‑driven services. A spokesperson emphasized that the company will continue to work closely with stakeholders to address any concerns.

Context within broader AI and copyright debates

The EU’s move arrives amid a wave of legal actions worldwide where publishers and media outlets are suing AI firms for alleged copyright infringement. Companies such as Perplexity have faced lawsuits from major news organizations seeking licensing agreements and compensation for the use of their content. The Commission’s investigation differs by seeking to level the playing field for all AI competitors, rather than merely addressing individual copyright claims.

Potential implications

Should the Commission find that Google’s practices violate EU competition law, the outcome could include requirements for the tech giant to pay licensing fees, modify its data‑use policies, or alter the way its AI features are integrated into search results. Such measures could reshape how large technology platforms handle third‑party content in AI applications and influence future regulatory approaches to AI across the bloc.

The investigation underscores the EU’s broader commitment to ensuring that rapid AI advancements do not undermine competition or the rights of content creators, while also striving to keep European consumers at the forefront of technological innovation.