
EU moves to curb Meta’s exclusion of rival AI services from WhatsApp
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WhatsApp to levy per-message fees on AI chatbots in Italy
Meta will begin charging developers in Italy for AI-generated responses sent via the WhatsApp Business API, with published per-message rates taking effect on February 16, 2026. The pricing reflects a broader Meta strategy to monetize AI capabilities across its apps and converts a regulator-forced accommodation into a billable product that will reshape costs and technical design for bot builders.

EU regulators bring WhatsApp's Channels under content rules, forcing major moderation and compliance shifts
European authorities have classified WhatsApp’s broadcast 'Channels' as subject to the bloc’s online content rules, triggering new moderation, transparency, and risk-management duties for Meta. The move tightens oversight on messaging-style broadcasts and raises legal and operational headaches for the company while amplifying political fallout and debate over free expression and platform power.

Meta to Pilot Paid AI-Tier Subscriptions for Instagram, Facebook, and WhatsApp
Meta plans to roll out trial premium subscriptions for Instagram, Facebook, and WhatsApp that bundle expanded AI tools and exclusive features, while keeping core services free. The company aims to monetize its AI investments by gating advanced creative and productivity functions—pricing and full feature lists remain unannounced.
India’s Supreme Court Signals Possible Reinstatement of WhatsApp Data‑sharing Ban
India’s Supreme Court warned it could restore a restriction that prevents WhatsApp from sharing Indian users’ data with sister Meta companies, finding the app’s privacy disclosures potentially misleading. The development comes as regulators globally — including an EU ruling that reclassified WhatsApp’s Channels feature under online content rules — tighten scrutiny of how messaging products handle data and content.

Meta deepens NVIDIA tie-up to run AI inside WhatsApp
Meta committed to a multi-year purchase of NVIDIA Blackwell and Rubin GPUs to support AI capabilities in WhatsApp while adopting NVIDIA's Confidential Computing to protect data during processing. The pact also introduces standalone Grace CPUs, Vera-class server processors and Spectrum‑X networking into Meta's stack as it accelerates a major data‑center expansion; analysts peg cumulative demand from the agreement in the tens of billions, approaching $50B.

Meta accelerates in‑house AI for moderation, cutting reliance on contractors
Meta is shifting content moderation work from external contractors to proprietary AI systems in a staged, multi‑year rollout while simultaneously ramping AI capital spending and piloting paid AI features. The consolidation speeds iteration and signal capture for safety models but collides with concurrent privacy initiatives and high‑profile litigation, magnifying regulatory, data and operational risks.

Russia delists WhatsApp from regulator directory, accelerating shift toward state-backed messenger
Russian regulators have removed Meta-owned WhatsApp from the official regulator directory, a move that narrows the app’s official standing and is likely to precede technical restrictions that push users toward the state‑backed MAX service. The step fits a broader pattern of regulator tactics — from throttling to legal reclassification in other markets — that collectively increase compliance burdens and operational risk for Meta.
Russia's Digital Ministry Moves to Curb Foreign AI
A draft from Russia’s Ministry for Digital Development would restrict cross‑border AI inference, force models with more than 500,000 daily users to keep Russian user data onshore for three years, and embed cultural‑content controls that advantage domestic vendors. While the measures would accelerate market share for state‑aligned providers, parallels with other countries’ industrial policies and persistent hardware, energy and financing constraints suggest full foreign exclusion or rapid onshore substitution may be difficult to achieve quickly.