EU orders Google to open Android AI layer and search data to rivals
DMA compliance decisions require comparable access for rival AI assistants and search engines; implementation deadlines 2027.
Friday, July 17, 2026
EU orders Google to open Android AI layer and search data to rivals — Friday, July 17, 2026
OpenAI ships Codex Micro keypad; NVIDIA launches Japan national physical AI infrastructure; EU mandates Google Android/search interoperability for rivals.
Biggest developments
NVIDIA, Japan gov and Noetra launch world's first national AI infrastructure
Vera Rubin AI factory with 27,500 Rubin GPUs and 13,750 Vera CPUs; 140MW capacity for physical AI, backed by METI.
Apple explores acquisitions for custom AI server chips
Quiet supplier talks target in-house silicon to support growing on-device and server AI workloads.
OpenAI launches Codex Micro $230 keypad for AI coding agents
Limited-edition desktop keypad with RGB feedback, joystick and rotary controls for monitoring Codex agents; orders open, shipping July 24.
Bullish takes
- NVIDIA secures massive Japan sovereign AI factory deal with 27k+ GPUs
- OpenAI expands Codex ecosystem with first hardware product
Critical takes
- EU DMA rulings force Google to cede Android AI and search advantages to competitors
Why this matters
Hardware and infrastructure moves signal shift from models to full-stack control; regulatory pressure accelerates platform fragmentation.