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AI and competition: Commission opens investigation into Google's AI practices

On 9 December 2025 the European Commission opened another abuse of dominance investigation into Google. This follows a number of recent Commission competition law investigations into Google's practices: previous decisions have resulted in combined fines in excess of EUR10bn.  

The current proceedings allege that Google may have abused a dominant position by:

  • Using online content to provide generative AI services without obtaining publishers' consent or providing them with appropriate compensation.
  • Using YouTube content to train its generative AI models, again without obtaining creators' consent or providing appropriate compensation.  

The investigation and any outcome reached is likely to be significant as:

  • It opens a new front in the ongoing battle between content creators/rights holders and AI developers over the use of intellectual property by AI systems.
  • It may have important implications for the future viability of current online advertising models.   
  • Further political disruption between the US and EU may flow from any adverse decision.  

We regularly advise on legal issues connected with the use of AI - further information may be found at AI insights - Stevens & Bolton LLP.

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artificial intelligence, competition, articles