The European Commission just opened another front in its ongoing battle with Big Tech, this time targeting Google (GOOGL) over how it handles content from publishers and creators when training its artificial intelligence models. It's the kind of investigation that touches on one of the hottest debates in tech right now: who owns the data that powers AI, and who gets to decide how it's used?
What Exactly Is the EU Looking At?
European regulators want to know if Google is breaking competition rules by forcing unfair terms on online publishers and YouTube content creators. The investigation will dig into whether these practices end up hurting rival AI developers who might need access to similar training data. It's a two-pronged inquiry that connects content distribution on YouTube with the broader competitive landscape in AI development.
Teresa Ribera, the EU's competition chief, framed the investigation as essential for balancing innovation with broader societal concerns. She made it clear that protecting online press outlets and content creators sits at the heart of this probe. Google hasn't commented on the investigation yet.
This is just the latest move in the EU's campaign to enforce its digital regulations, even as U.S. tech giants and the Trump administration push back against what they see as overreach.
Google's Growing Regulatory Headaches in Europe
If this feels like déjà vu, that's because Google has been dealing with a steady stream of EU regulatory actions. Last month, the company quietly withdrew its antitrust complaint against Microsoft (MSFT) in Europe, just a week after regulators launched their own investigation into Microsoft's cloud business. Sometimes discretion is the better part of valor.
Back in September, the European Commission hit Google with a $3.46 billion fine for antitrust violations in its advertising technology business. Regulators concluded that Google unfairly promoted its own adtech services while shutting out competitors, harming competition throughout the online advertising supply chain. The Commission ordered the company to stop the practice and fix the conflicts of interest at the root of the problem.
Google isn't alone in facing scrutiny. Earlier this month, the EU opened an investigation into Meta Platforms (META) over its "Meta AI" assistant integrated into WhatsApp. That probe is running under traditional antitrust rules rather than the newer Digital Markets Act framework that governs several other ongoing investigations.
The U.S. Fires Back Over EU Tech Penalties
Tensions between American tech companies and European regulators reached a new level recently when the EU slapped a €120 million ($140 million) fine on Elon Musk's social media platform X for violating the bloc's online content rules. The penalty marked the first sanction under the Digital Services Act, legislation adopted in 2022 to regulate digital platforms.
Musk responded by threatening retaliation against the officials behind the fine, though he didn't spell out what form that might take or who specifically would be targeted. During a White House roundtable on Monday, President Donald Trump weighed in, calling the fine on X "a nasty one" and declaring that "Europe is going in some bad directions."
The exchange highlights growing friction between U.S. political leaders and European regulators as the EU continues its aggressive enforcement of tech regulations.
How Google Stock Is Performing
Despite the regulatory headwinds, Alphabet stock has had a strong year. Shares climbed 64.95% year-to-date, though they slipped 2.31% on Monday to close at $314.45. Market data shows Alphabet ranking in the 89th percentile for quality and the 24th percentile for value, suggesting investors still see the company as a solid performer even as it navigates regulatory challenges on multiple continents.
The question now is whether this latest investigation will result in another massive fine or force meaningful changes to how Google structures its AI training and YouTube content policies. Given the EU's track record with Big Tech enforcement, Google likely faces a long road ahead.