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GDPR aside, the EU doesn't generally assert global jurisdiction. If Google does what they want for EU only, that should be fine with EU anti-trust. Microsoft typically only markets anti-trust compliant products in the relevant jurisdictions; no browser ballot or missing media player in the US.

Of course, if Google only makes the change in the EU, it doesn't much change the landscape outside of the EU. Although there's a chance for better competition in the EU to give another player a foothold, which then helps them gain usage elsewhere (perhaps from global customers who like the results in Europe and try it globally)