The European Commission has opened a sweeping antitrust investigation into Google’s use of online publisher content to power its artificial intelligence features, intensifying a broader regulatory push across Big Tech in Brussels. According to the original report, investigators will examine whether tools such as AI Overviews and AI Mode , which summarize web content directly in search results , rely on publishers’ material without fair licensing or compensation, and whether the terms Google offers creators and news sites amount to unfair conditions that disadvantage rivals. [1][2][3]

The inquiry targets both the mechanics of how Google builds and presents AI-generated answers and the commercial arrangements behind that use. Industry sources and complaint groups argue that AI Overviews, now appearing across a vast number of queries, could “lift” information from publishers while reducing referral traffic and ad revenue. The Commission will also probe whether access to key content , including YouTube videos , is being restricted in ways that exclude competing AI developers. According to reporting, the investigation responds to a July complaint from independent publishers and rights groups alleging Google prioritises its Gemini product over fair search practices. [1][3]

Brussels’ move follows a string of recent EU enforcement actions and is part of a coordinated effort to bring competition law to bear on the fast-moving AI sector. Government figures and reporting note that recent fines against platforms such as X and a €2.95 billion penalty for Google in the ad tech case have signalled the Commission’s willingness to impose heavy sanctions when it finds harm. The Commission’s antitrust chief has framed the probes as necessary to protect the information ecosystem and to ensure consumers and rival firms can compete on fair terms. [4][5][6]

For Google, the investigation adds to a long history of protracted EU scrutiny. Past cases on Shopping, Android and AdSense spanned several years and produced multibillion‑euro penalties, but stopped short of structural breakups, instead prompting remedies such as product unbundling and choice screens. Legal experts cited in coverage expect the new AI-focused probe to be lengthy: a formal Statement of Objections could take one to three years and final rulings may follow over an extended timeframe, with potential fines reaching up to 10% of global turnover under EU rules. Appeals could further delay enforcement. [1][3][6]

Google has warned regulators that strict interventions risk hindering innovation in an increasingly competitive AI market, and has said it will engage with news and creative industries as the technology evolves. Reporting notes that Brussels is not singling out U.S. companies, but insists competition law must prevent dominant platforms from using content or platform rules to entrench advantages. Analysts say the Commission will weigh not only alleged uncompensated content use but also contractual transparency and whether smaller publishers were pressured into disadvantageous licences. [2][3]

Publishers and rights groups see the probe as an opening to secure clearer, AI‑era licensing standards. According to the reporting, Article 15 of the EU Copyright Directive gives press publishers exclusive rights over online reproduction and distribution of their content, and some European countries already use collective management organisations to licence journalism at scale. Those rights‑tech startups and collective schemes could gain traction if the Commission presses for structured licensing and stronger protections for press publishers. [1]

The case also sits alongside parallel EU scrutiny of other AI policies at major platforms. The Commission has recently opened an antitrust examination of Meta’s planned WhatsApp AI policy and has fined X for Digital Services Act breaches, signalling wider regulatory determination to police AI-related conduct across markets. Observers said the EU appears prepared to push ahead despite political tensions with the United States, and that the outcome could shape how publishers, platforms and AI developers negotiate access and compensation in years to come. [4][5]

How the probe will affect Google’s business in practice remains uncertain. Reuters and AP reporting emphasise that, while previous penalties have been substantial, remedies have typically focused on operational changes rather than breakups; nonetheless, the Commission has previously imposed tight timetables for compliance and could demand rapid remedies if it finds urgent harm. For now, the investigation underscores Brussels’ intent to adapt competition enforcement to the challenges posed by generative AI and the digital content economy. [1][3][7]

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##Reference Map:

  • [1] (CoinCentral) - Paragraph 1, Paragraph 2, Paragraph 4, Paragraph 6, Paragraph 8
  • [2] (AP) - Paragraph 1, Paragraph 5
  • [3] (Reuters) - Paragraph 2, Paragraph 4, Paragraph 5, Paragraph 8
  • [4] (Reuters) - Paragraph 3, Paragraph 7
  • [5] (Reuters) - Paragraph 3, Paragraph 7
  • [6] (AP) - Paragraph 3, Paragraph 4
  • [7] (AP) - Paragraph 8

Source: Noah Wire Services