Apple Backs Google in EU AI Access Fight
Key insights
- Apple filed pro-Google arguments with EU regulators opposing forced AI service and data access for rival providers.
- The case tests whether Digital Markets Act competition remedies can compel AI data sharing under existing gatekeeper designations.
- Both companies oppose EU-mandated AI interoperability despite competing directly in the AI assistant market.
Why this matters
The precedent set here will determine whether the EU can use DMA gatekeeper obligations to force open proprietary AI systems, a question every major AI platform operator is watching closely. If Apple and Google lose, any AI product integrated into a designated gatekeeper platform becomes subject to compelled interoperability, fundamentally altering the economics of building proprietary AI on top of regulated platforms. For AI founders and technical leaders, the case signals that regulatory risk in Europe is no longer limited to data privacy but now extends to the competitive moat of model outputs and training infrastructure itself.
Summary
Apple has filed arguments with EU regulators siding with Google against a proposal that would force Google to open its AI services and underlying data to rival providers under the Digital Markets Act. The filing is striking given that Apple and Google compete directly in AI assistants, but both companies find themselves aligned against mandatory interoperability requirements that Brussels is considering as an antitrust remedy.
The EU proposal would compel Google to share AI infrastructure and training data with competitors as a condition of operating in the bloc. Apple's intervention argues this goes too far, effectively treating proprietary AI systems as public utilities. Both companies stand to lose if the principle extends beyond Google, since Apple's own AI stack would become a candidate for similar obligations.
Essentially: (Apple, Google) are forming a defensive coalition against EU-mandated AI openness, even while competing against each other everywhere else.
- The case sits at the intersection of the Digital Markets Act and AI Act, testing whether competition rules can override the IP protections AI developers rely on.
- Apple's filing gives Google's position political cover and signals that major platform operators view interoperability mandates as an existential threat to proprietary AI investment.
- No ruling date has been set, but the outcome will set binding precedent for how Brussels treats AI data access obligations across all designated gatekeepers.
If the EU prevails, every large AI system operated by a gatekeeper platform becomes a potential target for compelled sharing, reshaping where companies choose to build and deploy AI infrastructure.
Potential risks and opportunities
Risks
- If the EU ruling goes against Google, Apple's own AI features embedded in iOS and Safari could face equivalent interoperability demands under its own DMA gatekeeper designation within 12 months.
- A broad precedent requiring AI data sharing could trigger parallel legislative proposals in the UK and Canada, expanding compliance exposure for Google and Apple beyond the EU market.
- Google's negotiating position with Apple on the default search agreement, already under DOJ scrutiny in the US, becomes further complicated if EU regulators interpret Apple's intervention as coordinated market behavior.
Opportunities
- European AI startups seeking data access for training -- Mistral, Aleph Alpha -- could become direct beneficiaries if the EU mandate succeeds, gaining access to Google's index or AI infrastructure at regulated terms.
- Legal and regulatory advisory firms specializing in DMA compliance (Linklaters, Cleary Gottlieb) are positioned to win expanded mandates as every gatekeeper platform reassesses its AI product exposure.
- Cloud providers outside the gatekeeper designation, primarily AWS and Oracle Cloud, gain a marketing advantage in Europe by positioning as neutral AI infrastructure with no compelled-sharing risk for customers building on their platforms.
What we don't know yet
- Which specific Google AI services and data assets the EU proposal targets -- search index access, Gemini API, or training datasets -- has not been detailed in public filings.
- Whether Apple's intervention carries formal legal standing before the EU or is purely a lobbying submission, and how much weight regulators will give it.
- How the European Commission reconciles AI Act provisions that encourage proprietary safety investment with DMA competition remedies that would mandate openness.
Originally reported by macrumors.com
Read the original article →Original headline: Apple Defends Google Against EU Proposal to Give AI Rivals Access to Google Services