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Google Dangles AI Visibility While Publishers Wrestle Click-Tracking Loss

Google is using access to AI overviews and search visibility as leverage in regulatory negotiations with the U.K.'s Competition and Markets Authority. Publishers face a choice: accept diminished click data—which weakens their ad pricing power—or lose AI visibility, which threatens future discoverability. Google is consolidating control over both what content reaches readers and what data publishers retain about those readers. Two separate markets have collapsed into a single negotiation where Google controls the terms.