In a move that could reshape digital markets across Europe, the European Commission on December 4, 2025 launched a formal antitrust probe into Meta, focusing on how the company integrates AI with WhatsApp and how new rules might limit external AI providers from talking to WhatsApp users. The Commission says the aim is to prevent Meta from abusing its dominant position and to ensure European citizens benefit from competition and innovation in AI-powered messaging.
The probe arrives as EU-US tariff discussions continue, with high tariffs on steel and aluminum under consideration. Washington has warned that punitive tariffs could stay in place if digital rulemaking for tech giants remains contentious. The investigation could complicate bridge-building between Brussels and Washington at a time when both sides face pressure from domestic constituencies and from tech industry stakeholders; the outcome could ripple into trade conditions and penalties.
Meta has argued that its AI space is highly competitive and that users can choose from a range of services. The company asserts that its messaging tools should be evaluated in a competitive market, not singled out by a single regulator. In the coming months, Brussels could consider remedies ranging from behavioral requirements to structural changes, depending on findings.