The European Union has launched an antitrust probe into Meta over a WhatsApp policy that could block rival AI assistants from accessing the platform, marking a pivotal moment in AI regulation.

Regulators say the case could set a precedent for how large tech firms integrate AI into consumer platforms while balancing innovation with fair competition.

For existing AI providers on WhatsApp, the policy update takes effect on January 15, 2026, while new AI providers are already subject to the rule since October 15, 2025.

This is presented as breaking news, with readers advised to refresh for updates as the situation evolves.

Reporting cites Le Figaro and AFP as sources for timeline and details of the investigation.

The broader tech-regulation context is noted, including political tensions and prior tariff talk related to tech regulation, with no direct comment from Trump.

Analysts note valuation and sentiment metrics for Meta, including a high price-to-earnings ratio and substantial institutional ownership, reflecting mixed but cautious investor outlook.

The piece is sourced from Reuters with a Brussels dateline dated December 4, 2025, situating the EU action."

Risk indicators highlight strong financial health and moderate regulatory exposure, with Meta’s beta signaling higher volatility ahead.

EU process steps include information gathering, market testing, potential objections, and possible interim measures before a formal decision, with priority treatment but no fixed deadline.

The article notes that large US tech firms often coordinate with EU authorities to avoid penalties in Luxembourg courts.

Overall, the report outlines regulatory action, corporate responses, and potential market implications of WhatsApp’s policy change.