Stock Markets February 9, 2026

EU Flags Meta Over WhatsApp Rules That Exclude Rival AI Assistants

Brussels says WhatsApp policy change may have unlawfully shut out third-party general-purpose AI assistants and could prompt temporary remedies

By Ajmal Hussain META
EU Flags Meta Over WhatsApp Rules That Exclude Rival AI Assistants
META

The European Commission has informed Meta Platforms Inc (NASDAQ:META) that it may impose interim measures compelling WhatsApp to allow rival AI assistants access to the messaging app. In a Statement of Objections sent on Monday, the Commission outlined its preliminary view that Meta abused a dominant market position by amending its WhatsApp Business Solution Terms to leave Meta AI as the sole general-purpose assistant available on the platform. The regulator said the policy change risks excluding competitors from the fast-growing AI assistant market and could cause serious and irreparable competitive harm if maintained during the investigation.

Key Points

  • The European Commission sent Meta a Statement of Objections saying it preliminarily views Meta's October changes to WhatsApp Business Solution Terms - effective January - as excluding third-party general-purpose AI assistants.
  • Brussels considers WhatsApp likely dominant in the European Economic Area market for consumer communication apps and a key route for AI assistants to reach users, creating urgency for possible interim measures.
  • Formal proceedings under Article 102 of the EU treaty began in December; Italy is excluded from the Commission's case because its national authority applied interim measures in December.

The European Commission has notified Meta Platforms Inc (NASDAQ:META) that it could require temporary remedies to ensure WhatsApp remains open to competing general-purpose AI assistants, after raising concerns that the company may have breached EU competition rules.

In a Statement of Objections delivered on Monday, the Commission set out its provisional view that Meta abused a dominant position by revising its WhatsApp Business Solution Terms. Those changes, adopted in October and enforced from January, left Meta AI as the only available general-purpose artificial intelligence assistant on the messaging service, according to the regulator.

The Commission said the policy amendment threatens to bar other AI assistant providers from entering or growing within the market for assistant services, a segment it describes as fast-growing. Regulators warned this exclusion could inflict serious and irreparable damage to competition if the restrictions persist while the formal investigation proceeds.

Officials indicated their preliminary assessment finds WhatsApp is likely dominant across the European Economic Area market for consumer communication apps, and that the platform serves as a crucial gateway for AI assistants to reach end users. Because of that gateway role, the Commission concluded there is an urgent need to consider interim measures to stop smaller competitors from being marginalised during the probe.

The issuance of a Statement of Objections reflects the Commission's current concerns but does not determine the final outcome of the inquiry. Meta has the opportunity to respond in writing, and it can request an oral hearing to contest the Commission's preliminary findings.

If conditions for urgent action are met, the Commission can impose interim measures under EU competition rules without waiting for a final ruling on whether an infringement has occurred. The investigation covers the European Economic Area with the exception of Italy, where the national competition authority already imposed interim measures on Meta in December.

Formal antitrust proceedings were opened against Meta in December under Article 102 of the EU treaty, which prohibits the abuse of a dominant market position. Meta's corporate portfolio includes Facebook, Instagram, WhatsApp and Messenger, along with businesses in online advertising and virtual and augmented reality products.


What happens next

Meta will now have the chance to address the Commission's objections and argue its case through written submissions and potentially an oral hearing. Meanwhile, Brussels may move to implement temporary remedies if it judges that swift action is needed to protect competition while the formal investigation continues.

Risks

  • The policy change could prevent rival AI assistant providers from entering or expanding in the AI assistant market, impacting competition in consumer communications and AI application layers.
  • If interim measures are imposed, Meta could be required to alter its platform rules before the investigation concludes, affecting platform governance and potential monetization strategies for messaging-based AI services.
  • There is uncertainty over the final legal outcome since the Statement of Objections represents only the Commission's provisional view and Meta can respond and request an oral hearing.

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