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EU Opens Antitrust Probe Into Google’s AI Use of News and YouTube Content

The case proceeds under EU competition rules with potential penalties up to 10% of global revenue, with no fixed timetable.

Overview

  • The European Commission is investigating whether Google used publishers’ material to power AI Overviews and AI Mode without compensation or a meaningful opt‑out.
  • Regulators are examining claims that Google imposed unfair terms on editors and creators or granted itself privileged access to content, disadvantaging rival AI developers.
  • The probe covers possible use of YouTube uploads to train Google’s models without pay or refusal rights, while YouTube policies restrict rivals from training on the same content.
  • Google criticized the action as a risk to innovation and said it will continue working with news and creative industries as they transition to AI.
  • Officials highlight potential harm to referral traffic and revenue for media if AI-generated answers replace visits to original sites, with sanctions possible if violations are found.