Google Proposes Search Changes to Avert €9.5 Billion EU Fines

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Google offered to modify news search displays and update anti-spam rules to avoid increases to its €9.5 billion EU competition fines and potential penalties under the Digital Markets Act. Alphabet’s Gemini AI traffic share surged to 25% from 6% at the start of 2025, boosting market value to $4 trillion.

1. EU Search Display Proposal

Google has submitted amendments to its news search presentation, including changes to result ranking and updated anti-spam policies. The proposal targets concerns over demoting publishers’ content tied to certain commercial partners and seeks agreement from rivals and regulators.

2. Potential Legal and Financial Impact

If European competitors and regulators approve the offer, Google could sidestep formal Digital Markets Act orders and avoid adding to its existing €9.5 billion competition fine. Successful adoption would preserve current search business practices without further substantial penalties.

3. Gemini AI Growth and Valuation

Alphabet’s Gemini AI offering now processes roughly 25% of global AI traffic, up from 6% at the start of 2025. This surge contributed to the parent company reaching a $4 trillion market valuation.

Sources

FF