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Google Keeps Chrome and Android as Judge Orders Data Sharing, Bans Exclusive Defaults

The ruling favors targeted data access with conduct limits over a breakup, citing generative AI as a nascent competitive threat.

Overview

  • Google must provide qualified rivals with certain search index and user‑interaction data to help build competing services, with ads data excluded.
  • Exclusive default deals for Search, Chrome and AI products such as Assistant and Gemini are prohibited, though non‑exclusive payments for placement can continue.
  • Apple and other partners can keep receiving revenue‑sharing for default placement, with analysts estimating Apple’s take at about $20 billion annually.
  • Implementation will be monitored under multi‑year oversight, with the court emphasizing practical constraints and privacy concerns around data sharing.
  • Alphabet said it will appeal and the Justice Department is weighing next steps, as markets rallied with Alphabet shares up roughly 7% to 8% after hours and Apple up about 3% to 4%.