The EU is pressuring Google to open core Android features to ChatGPT and Claude, signaling the start of the AI gateway war.

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EU regulators are preparing to issue specific requirements to Google under the Digital Markets Act (DMA), mandating the opening of core Android features to competitors such as ChatGPT and Claude, potentially granting them the same access currently exclusive to Gemini. (Context: Google confirms partnership with Apple: Gemini to take over Siri functions, reportedly paying Apple $1 billion annually) (Background: Google Maps integrates Gemini, launching three AI features targeting enterprise Agents) According to reports, EU regulators are set to release preliminary findings detailing the specific measures Alphabet's Google must take to grant OpenAI's ChatGPT and Anthropic's Claude the same level of Android system access as Gemini. Google's AI monopoly on Android is being cornered by a draft document from the EU. Bloomberg notes that the current disparity is evident: Gemini can deeply integrate with Android's underlying functions such as voice activation, system search, and cross-app communication, while external AI services are blocked from the same access. Sources indicate that the document is still a draft and the timeline remains subject to change. The EU's action cites the Digital Markets Act (DMA). This regulatory framework, passed in 2022 and fully effective in 2024, sets a series of mandatory obligations for large tech platforms designated as "gatekeepers," with the core principle that a platform's own services must not enjoy structural advantages not available to third-party services. The report points out that the European Commission officially launched two DMA proceedings on January 27 this year. The first, under Article 6(7) of the DMA, requires Google to provide third-party AI service providers with "free and effective" interoperability with Android hardware and software features; the second, under Article 6(11), requires the opening of anonymized search data on fair, reasonable, and non-discriminatory terms. Bloomberg mentioned that the upcoming preliminary findings are the next step in these proceedings. While still some distance from a formal investigation, they clearly outline the technical specifications the EU expects Google to deliver, including voice activation integration, access to specific search tools, and the ability for competing AI applications to interoperate with other Android software. In terms of the timeline, DMA proceedings are required to be completed within six months, with preliminary findings due within three months for Google's response and public comment. On April 16, the European Commission issued a preliminary finding to Google regarding search data sharing, accompanied by a 29-page technical specification document. Naturally, Google will not abandon its moat. Earlier this year, in response to the EU launching the proceedings, the company expressed concerns that such requirements "could jeopardize user privacy, security, and innovation." Behind this claim lies a specific technical context: Android's underlying APIs and voice recognition pipelines have long restricted third-party access on the grounds of system security, and any forced opening would imply a redesign at the architectural level. The report also notes that Google has long pressured the EU by aligning with the White House, arguing that the DMA is "unfair to US companies." Current US President Trump has also publicly criticized the DMA as unfair. However, judging by actual enforcement records, the total fines imposed by the EU on Google have accumulated to nearly 9.5 billion euros, and the stance on mandatory compliance does not appear to have wavered due to political pressure. Bloomberg points out that if Google fails to comply within the specified timeframe, the EU could initiate formal investigation proceedings, facing a maximum fine of up to 10% of Google's total global annual revenue. Based on Alphabet's 2025 annual revenue estimate of over $350 billion, this figure could reach as high as $35 billion. This event presents a larger competitive landscape: Gemini, ChatGPT, and Claude are vying for the position of the gateway to mobile AI assistants, and system-level integration with Android is a key variable in determining user stickiness. Android holds a global market share of over 70%, covering more than 3 billion active devices. If ChatGPT and Claude can obtain the same level of voice wake-up and application integration as Gemini, it is equivalent to OpenAI and Anthropic simultaneously gaining the key to the underlying layer of the world's largest mobile platform. This is not just an antitrust case; it is the starting point for the next round of the battle for the AI gateway.

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