The European Commission has launched a new antitrust investigation into Google. The probe began on 9 December 2025. So, what should you know about it?
For your information, the investigation focuses on whether Google used content from websites and its video platform to power AI features such as AI Overviews and AI Mode without proper compensation or clear opt-out choices for publishers. The case is gaining attention among tech watchers in Malaysia and across the region.
What the EU is investigating
The Commission is examining whether Google gave itself privileged access to content from a large number of publishers and creators, while offering limited compensation and limited ways for them to opt out. Regulators also want to know if this creates an unfair advantage for Google over other AI model developers by restricting access to the same data.
Features at the centre of the probe include AI Overviews, which place a summarised answer above search results, and AI Mode, a chatbot-style interface that replaces traditional search listings.
How this affects publishers and the web ecosystem
Many critics argue that when AI Overviews appear, users are less likely to click links to the original content. This could reduce traffic and ad revenue for publishers and creators. Some observers say that Google’s AI features may be competing directly with the same publishers whose content helps train its models.
Google, on the other hand, says the features are designed to provide faster and more convenient search experiences. The company also says that these tools can give users new ways to discover sources.
What it could mean for global markets, including Malaysia
If the investigation finds Google in violation of EU competition rules, the company could face a large fine that may reach up to 10 per cent of its global annual revenue. The ruling could also force changes in how Google uses and licenses content for AI.
Because of the EU’s global influence on tech regulation, the outcome may set a precedent for other countries. This could shape future negotiations between tech giants and publishers in places like Malaysia.
What’s next
The European Commission has started gathering information. There is no confirmed date for a decision, but the case is considered a high priority as EU regulators tighten oversight of major AI players.
Stay tuned to TechNave.com for more updates.
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