Google and Apple have a giant leg up in the AI race: their management of billions of smartphones round the world.
That’s in line with the European Commission, which is now cracking down on what meaning for AI assistants.
Apple and Google have lengthy dominated the smartphone market, combining for roughly 5 billion lively Android telephones and iPhones worldwide, in line with market analysis agency Omdia. And as AI continues to change into extra ubiquitous and specialised, the two tech giants are enabling their AI assistants to assist full duties relatively than simply reply questions.
But the European Commission desires different digital assistants to be simply as outstanding on smartphones as Google’s Gemini and Apple’s Siri. It’s now demanding that Google give different AI brokers broader entry to Android by July 2027. The EU’s mandate is an element of the Digital Markets Act, a set of Big Tech rules that went into impact in the area in 2023.
The European Commission believes this new mandate may assist stage the taking part in discipline in the AI race. About 427 million iPhones and Android telephones fall below EU regulation, in line with Omdia.
Apple and Google, nevertheless, say opening up their platforms may elevate severe privateness considerations. Apple announced in June that it might not launch its new Siri AI assistant on iPhones and iPads in the EU as a result of of the Digital Markets Act.
Experts agree that permitting exterior companies to entry Apple’s and Google’s working programs could possibly be harmful for safety and person privateness. But some additionally query whether or not privateness is Google’s main motivation for pushing again on the EU’s guidelines.
“I would say that we have to take these tech companies’ arguments with a grain of salt and look at whether they’ve cared about privacy up to the point where suddenly a decision was affecting them in ways they don’t like,” Calli Schroeder, senior counsel and director of the AI & Human Rights program at the Electronic Privacy and Information Center, instructed NCS.
Opening up Android
The fee desires EU Android customers to have a “wider and more feature-rich range of options to choose from, both when it comes to their AI services on Android and to search services,” in line with a press launch final week.
EU customers ought to have the ability to entry different AI brokers with their voice and use third-party AI brokers to function apps on their behalf on Android as they’d with Gemini, the fee says. It additionally desires Google to share search information with different serps and AI chatbots in order that different corporations can supply an analogous expertise to Google Search.
Google should begin sharing search information in January below the new mandate.
Google says the Android adjustments would pose a serious safety danger as a result of it might give exterior apps “sensitive and powerful device permissions,” Kent Walker, Google and Alphabet’s president of world affairs, wrote in a press release on Thursday. He added that sharing search information would additionally “weaken citizen privacy, risk business trade secrets and endanger national security.”
Sameer Samat, Google’s Android president, mentioned in an X post on Friday that the European Commission “is on the wrong track” with its guidelines and that customers can select to modify to a different assistant on their very own. Android telephones have an choice to vary the default AI assistant in the settings menu.

Apple cited related privateness considerations, saying the EU’s necessities would drive Apple to “give any virtual assistant direct access to users’ private data.”
Apple mentioned it proposed options that have been rejected by the EU however it is going to proceed to work with regulators. A European Commission spokesperson mentioned it has been in common contact with Apple on the matter.
Large tech corporations that fall below the DMA, often known as gatekeepers, “can implement appropriate privacy, security and integrity safeguards,” the spokesperson mentioned.
The enforcement of rules like the Digital Markets Act may additionally doubtlessly impression Apple and Google’s affect over their smartphone software program. ChatGPT is already put in on about 30% of EU smartphones, and the EU’s guidelines may give OpenAI an additional edge, Bjorhovde wrote.
“The question is what the implications for Google or the consumer might be if the user can utilize ChatGPT to book an Uber, completely bypassing the need to engage with Android,” Runar Bjorhovde, an analyst with Omdia, instructed NCS over e mail.
The EU’s new mandate additionally highlights essential questions over privateness in the AI period — and the challenges tech corporations and regulators face in fixing them.
Without correct protections constructed into the software program, giving apps deeper entry to Android or iOS may enable them to sneakily siphon info from customers’ telephones, Schroeder mentioned.
And what occurs if the AI assistant malfunctions? The penalties could possibly be essential if an agent has entry to a person’s messages, location, and their gadget’s display screen and microphones.
“It could exercise the user’s delegated authority to do other things that maybe the user might not have wanted it to happen,” mentioned Michael Stokes, senior vice chairman of rising applied sciences at Veilant, an organization that sells safe infrastructure and communications merchandise.
If AI brokers are granted these varieties of permissions, cellphone makers like Samsung can be the ones to make these selections and vet them, Google says.
Advancements in know-how have traditionally required some sort of privateness tradeoff, like giving apps entry to your location for extra correct suggestions. But AI programs are typically skilled by scraping big quantities of information from the web, which may embody a person’s private info with out their information.
“We also want to make sure that users are aware of the risks they’re taking when they engage with AI systems,” Schroeder mentioned. “And I think that awareness is where we really need to catch up a little bit more.”