DMA ruling against Google is not enough: regulation of ‘AI Overviews’ must follow as a matter of urgency
Google’s AI-generated summaries, which make extensive use of third-party content and crowd out press content, are not covered by the EU decision. Self-promotion continues.
Corint Media welcomes today’s decision by the European Commission against Google as, in principle, an important step towards enforcing the Digital Markets Act. The Commission has found that Google unduly favours its own services in its search results and has imposed a fine of 460 million euros for this. In addition, a further fine of 430 million euros was imposed for infringements relating to the Google Play Store. However, from Corint Media’s perspective, the decision falls short of the expectations of the European media and creative industries. The key question of how to deal with Google’s AI services ‘AI Overviews’ and ‘AI Mode’ remains unanswered. It is precisely these services that rely heavily on third-party content and are increasingly replacing visits to the original sources with AI-generated responses within the Google interface. The Commission has announced that it will continue the dialogue on this issue.
Corint Media was among the first complainants from the content industry to draw the European Commission’s attention to the competition risks posed by AI Overviews as early as September 2024. Since then, the company has repeatedly warned that the integration of AI-generated responses into search results goes far beyond traditional cases of self-preferencing and jeopardises the economic basis of independent content providers. On a positive note, the issue of the DMA compliance of AI overviews and AI mode remains the subject of regulatory dialogue with the Commission. This aspect is also being examined as part of an abuse proceedings under Article 102 TFEU.
The fine imposed today is also likely to be financially manageable for Google. The DMA allows the Commission to impose fines of up to ten per cent of Google’s global annual turnover of around 400 billion US dollars. However, the fine of 460 million euros now imposed amounts to only around 0.5 per cent of Google’s 2025 turnover in the EMEA region. This means that Google will generate the equivalent of this fine in turnover in the relevant market in around one and a half days. Given the scale of the Alphabet group, it is crucial that the substantive competition issues are effectively resolved and that further proceedings are concluded swiftly.
Dr Christine Jury-Fischer, Managing Director of Corint Media: “Today’s decision by the European Commission does not yet bring any relief to the European press. Google’s AI Overviews and AI Mode services are not being regulated. The fine imposed is minuscule given the group’s economic significance. It is urgent and vital that the Commission now takes action on AI Overviews and AI Mode as well. Google is gradually transforming search into an AI-driven answer engine that relies to a significant extent on third-party protected content, whilst at the same time reducing the visibility of that content. If the open internet is to be preserved as a space for exchange and information, AI Overviews must now be regulated swiftly and effectively. Technological progress must not be confused with the displacement of independent content providers.”
For Corint Media, it is not just fair competition that is at stake here. If journalistic content is increasingly replaced by AI summaries and access to the original sources is lost, media diversity, funding opportunities and, consequently, the democratic public sphere come under pressure. A decision on AI Overviews and AI Mode is therefore of considerable importance not only in terms of competition policy but also in terms of media policy.
Link to the European Commission’s press release on the decision: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1670