Stock Markets March 24, 2026

EU Antitrust Chief to Hold San Francisco Meetings with Tech CEOs Over AI Concerns

Teresa Ribera set to meet executives from Alphabet, Meta, OpenAI and Amazon as Brussels probes platform advantages in the AI stack

By Avery Klein GOOGL META AMZN NVDA
EU Antitrust Chief to Hold San Francisco Meetings with Tech CEOs Over AI Concerns
GOOGL META AMZN NVDA

European Commission antitrust chief Teresa Ribera will meet Sundar Pichai, Mark Zuckerberg and Sam Altman in San Francisco as part of a U.S. trip that includes a meeting with Amazon CEO Andy Jassy and a scheduled speech later in the week. Ribera has said she is examining the full AI stack - from chatbots and training data to cloud infrastructure - amid concerns that dominant firms may favour their own AI services and exclude rivals. Major technology companies have been investing heavily in AI infrastructure to meet rising demand.

Key Points

  • Teresa Ribera will meet Alphabet CEO Sundar Pichai, Meta CEO Mark Zuckerberg and OpenAI CEO Sam Altman in San Francisco on Tuesday; she will meet Amazon CEO Andy Jassy on Wednesday - impacts technology and cloud sectors.
  • Ribera has said she is examining the entire AI stack - including chatbots, training data and cloud infrastructure - as part of ongoing probes into Big Tech practices.
  • The European Commission has warned that dominant companies could favour their own AI services on their platforms, and major tech firms including OpenAI, Nvidia, Meta and Google have invested heavily in AI infrastructure to meet strong demand.

European Commission antitrust chief Teresa Ribera will hold separate meetings this week with senior executives from several of the world's largest technology companies, according to the Commission's agenda. Ribera is scheduled to meet Alphabet CEO Sundar Pichai, Meta Platforms chief Mark Zuckerberg and OpenAI CEO Sam Altman in San Francisco on Tuesday.

The visits come during a week-long trip to the United States in which Ribera is also due to meet Amazon CEO Andy Jassy on Wednesday. The itinerary shows Ribera will speak at an American Bar Association conference on Friday as part of her U.S. engagements.

Ribera has publicly raised concerns about the potential for large technology firms to extend their market power into artificial intelligence. Earlier this month she said she was looking across the entire AI stack - including AI chatbots, the data used to train these systems and the cloud computing infrastructure that supports them - as part of the Commission's scrutiny.

The European Commission serves as the EU's competition enforcer and has warned that risks are emerging when dominant companies give preference to their own AI services on their platforms in ways that could exclude competitors. That concern sits alongside significant capital deployment by large technology firms. Companies named by the Commission as investing billions in AI infrastructure to serve growing demand include OpenAI, Nvidia, Meta and Google.

Separately, investor-facing material referenced whether Alphabet shares (GOOGL) should be purchased now, noting an AI-driven research product that evaluates GOOGL and thousands of other companies with a broad set of financial metrics. That product describes itself as using AI to assess fundamentals, momentum and valuation across firms, and includes examples of prior identified winners.

The meetings will mark first-time encounters in San Francisco between Ribera and the executives named on the Commission agenda. Ribera has opened multiple investigations into the business practices of Google and Meta, and her U.S. trip will include public speaking and a series of private meetings as the Commission continues its review of competition dynamics in AI services and infrastructure.


What to watch

Observers will be following whether discussions produce additional public guidance or steps from the Commission, and how companies respond to questions about platform behaviour, data and cloud resources underpinning AI services.

Risks

  • Regulatory scrutiny of platform behaviour and the AI stack may create uncertainty for technology companies and cloud infrastructure providers - affecting investment and market dynamics in the tech and cloud sectors.
  • Ongoing investigations into Google and Meta's business practices may lead to shifts in competitive behaviour or remedies that change how AI services are offered on dominant platforms - impacting digital advertising and platform services.
  • Heightened attention on data sources and training methods for AI chatbots could influence compliance costs and development approaches for firms building AI applications - relevant to AI developers and hyperscalers.

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