A coalition of 18 industry groups urged the European Commission to issue a formal non-compliance decision against Alphabet Inc. The groups requested the ruling by March 25, 2026. This deadline marks two years since the commission launched its investigation into Google’s search self-preferencing under the Digital Markets Act.
An adverse ruling could force significant operational changes to Google’s search business in the European Union. Regulatory mandates may impact ad serving, search rankings, and pricing models.
This pressure coincides with investor concerns over Alphabet’s rising capital expenditures for AI infrastructure. Markets also remain cautious regarding the uncertainty of ongoing changes to the company's core search algorithm.