EU regulators required Google to open parts of the Android operating system and anonymized search data to rival AI providers under the Digital Markets Act, targeting Google’s position in mobile and search based services across the EU market. At the same time, Alphabet reported significant delays to the rollout of its Gemini 3.5 Pro AI model. The combination of regulatory change and AI product delays raises fresh questions about Alphabet’s competitive position, particularly for NasdaqGS:GOOGL investors watching enterprise AI offerings. The EU’s Digital Markets Act introduces new obligations that reshape how Android features and anonymized search data can be shared with competing AI firms. Opening 11 Android system features and anonymized search data to competitors such as OpenAI lowers structural barriers in the EU, while the Gemini delay gives rivals like Microsoft, Amazon and Meta more room to pitch their own AI tools to large customers.