Google is better at playing the EU regulations game

EU Orders Google to Open Android to AI Rivals

Today, the European Union ordered Google to give its AI rivals greater access to Android, the open-source operating system that powers billions of devices worldwide. The demand is hardly surprising.

It may look like a defeat on paper for Google, which has spent years resisting exactly this kind of access, but it is a regulatory win. It’s also a sign that Google may have outmaneuvered Apple by playing Brussels’ regulatory game far more shrewdly.

Google scored a grace period to bring Android in line with EU rules, while Apple must make Siri AI compliant before launch.

The European Commission’s Decision

In one of two decisions handed down on Thursday, the European Commission - the EU’s executive arm and the principal enforcer of the bloc’s competition rules - said Google must give rival AI assistants the same kind of system features and data access it grants Google’s Gemini.

The order stems from Europe’s Digital Markets Act (DMA), which requires dominant platforms designated as “gatekeepers” to give competitors access to certain systems and data comparable to what is available to their own services.

Crucially, Google has until July 2027 to make those changes, giving it roughly a year to continue expanding Gemini, negotiate technical details with the EU, and shape how its rivals will eventually plug into Android. The company could also challenge the decision in court, though it has not commented publicly whether it plans to do so and declined to comment on the record when The Verge inquired.

Google’s Strategic Advantage

While Google has made it clear it would rather not open its systems at all - arguing it risks compromising users’ safety, security, and privacy - that yearlong runway compounds an already significant advantage. Gemini is already deeply integrated into Android and often ships preinstalled as the default AI assistant on many devices, giving Google more time to strengthen its position before rivals like OpenAI and Anthropic gain comparable levels of access.

Google’s strategy of shipping first and negotiating with regulators later stands in stark contrast to Apple’s.

Apple’s Different Approach

When Apple announced its long-awaited Siri AI assistant last month, it made a big point of saying the feature would not launch in Europe because of the DMA. As with Android, the Commission said Apple would need to give third-party assistants comparable access to key systems, features, and data to those of Siri AI.

Apple argued that doing so “would be irresponsible” and create unacceptable privacy and security risks. The company said it asked the Commission for 18 months to build a compliant version and introduce the required interoperability on a “gradually rolling” basis. The Commission rejected that proposal.

Apple still has no public timeline for when, or even whether, it plans to bring Siri AI to the EU and did not respond to The Verge’s request for comment.

Google, meanwhile, just secured the very grace period for Gemini that Apple wanted for Siri AI: time to comply with the DMA while its AI assistant stays on the market.

Contrasting Product Timelines

The contrast may partly reflect where each company’s AI assistant stood when the DMA began shaping product decisions. Gemini has been the central pillar of Google’s AI strategy for years and has been widely distributed across the company’s product ecosystem, giving Google a strong incentive to stay in the market and figure out compliance with any laws later.

Apple, meanwhile, unveiled its new Siri AI very recently and chose to withhold it from the EU, despite having had years to anticipate the DMA’s requirements during the product’s design.

Apple also chose to turn Siri AI’s absence into a political weapon, evidently hoping the court of public opinion would find in its favor and pressure Brussels to relax interoperability requirements. It did so publicly and repeatedly, taking the unusual step of:

• Dedicating part of its WWDC 2026 keynote to explaining why Siri AI won’t be coming to Europe
• Publishing a pointed blog post titled “Due to DMA, Siri AI delayed in EU for iOS 27 and iPadOS 27”
• Holding media briefings on the issue
• Relaying news that China was missing out on Siri AI through a one-sentence footnote

All of this served to cast Brussels, not Apple’s product choices, as the reason for the delay.

Behind the Scenes

It’s also possible that the split is less significant behind the scenes than it appears in public. Google and Apple both vehemently oppose the DMA’s interoperability demands, framing them as threats to privacy, security, and product integrity. The two companies have also worked together on integrating Gemini into Apple’s AI products, including Siri AI, making it plausible that they have remained in contact while exploring different ways to fight the same set of restrictions.

For now, though, the difference is stark. Google has a year to bring Android into compliance while continuing to expand Gemini. Brussels denied Apple this kind of runway, and who knows when Siri AI will reach the EU.