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Google must share data with rivals, dodges Chrome breakup, keeps Apple deal in landmark antitrust case

Google must share data with rivals, dodges Chrome breakup, keeps Apple deal in landmark antitrust case

In a landmark antitrust ruling, a US judge has ordered Google to open its closely guarded search data to competitors, marking a pivotal shift in how Big Tech firms are regulated. While Google avoided the harshest penalty of being forced to sell its Chrome browser, the judgment significantly curtails its market dominance in online search.

The Ruling

On Tuesday, Judge Amit Mehta of the US District Court for the District of Columbia ruled that Google must share its search index data and user interaction information with “qualified competitors” for up to five years. The order aims to give rival search engines a fair chance to improve their services and compete in a market long dominated by Google.

However, the court rejected the US government’s demand that Google divest its Chrome browser. Instead, Judge Mehta placed restrictions on the exclusive payments Google makes to secure its place as the default search engine on smartphones and web browsers. These payments estimated at $20 billion annually to Apple alone have been central to Google’s dominance. While not banned outright, they will now be subject to stricter scrutiny.

Why It Matters

This decision follows Judge Mehta’s earlier finding in August 2024 that Google illegally maintained monopolies in online search through billions of dollars in distribution agreements with Apple, Samsung, and other manufacturers. The ruling caps a five-year legal battle that underscored growing concerns in Washington over Big Tech’s outsized influence.

The court also addressed the future of competition in the age of artificial intelligence. Restrictions were extended to prevent Google from using exclusive deals to dominate the generative AI space, echoing concerns that history could repeat itself as AI-driven tools like ChatGPT reshape the search landscape.

Relief for Apple and Device Makers

The outcome was a relief for Apple and other device manufacturers, who will continue to receive revenue-sharing payments from Google for searches made on their devices. Analysts estimate Google pays Apple around $20 billion annually for this arrangement. Importantly, the ruling also prevents Google from blocking the installation of rival apps, giving alternative search providers more opportunities to reach users.

Impact on Competitors

By forcing Google to share its vast search data, rivals may finally gain the resources needed to strengthen their advertising businesses. For years, smaller players argued that without access to search indexes and user behavior insights, it was nearly impossible to challenge Google’s market power.

Yet, the ruling also spared Google from structural remedies that could have fundamentally reshaped its business. Not being forced to sell Chrome or Android was seen as a win for the tech giant and a relief for investors.

Google’s Response

Following the ruling, Google voiced concern over user privacy. According to Reuters, the company said it is “reviewing the decision closely” and is worried about how sharing user data with competitors might impact privacy protections.

Looking Ahead

The case sets a precedent for how US regulators may tackle monopolistic practices by technology giants. It signals a willingness to impose meaningful behavioral remedies, even if structural breakups remain elusive. With AI emerging as the next battleground, this ruling could shape the future of competition not just in search, but across the digital economy.

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