Key Takeaways
OpenAI has raised significant antitrust concerns with European Union regulators, warning that dominant technology companies are making it increasingly difficult for emerging AI firms to compete fairly in the rapidly evolving artificial intelligence sector.
The ChatGPT maker met with EU antitrust chief Teresa Ribera on September 24 to discuss what it described as major obstacles in competing against established tech giants, including Google, Microsoft, and Apple.
During the meeting, OpenAI emphasized the difficulties it faces when trying to challenge companies that control critical infrastructure, data access, and user relationships.
Concerns Over Market Lock-In and Data Access
According to meeting notes first reported by Bloomberg News, OpenAI pressed European regulators to take action to prevent large platforms from locking in customers and leveraging their existing market dominance to stifle innovation.
The company specifically highlighted how access to key data remains essential for preserving fair competition in AI development.
OpenAI told regulators it faces significant barriers across multiple digital markets, from cloud computing to app development, where dominant players control the technological infrastructure that newer companies need to compete effectively.
The company argued that vertically integrated platforms are extending their power into AI markets in ways that could harm competition and innovation.
EU Already Examining Tech Giants' AI Practices
In response to inquiries about the meeting, OpenAI stated that its arguments to EU authorities mirrored its public statements about competition in the AI space, particularly regarding antitrust investigations into Google.
The company noted that the European Commission is already examining how large, vertically integrated platforms are leveraging existing market positions into AI, including reviewing specific intercompany agreements that could give these firms unfair advantages.
Both Google and the European Commission declined to comment when contacted by Reuters about the meeting and OpenAI's concerns.
Growing Tensions Despite Strategic Partnerships
The complaint is particularly notable given OpenAI's complex relationships with the companies it is challenging.
Microsoft has invested billions of dollars in OpenAI and maintains a close partnership, while OpenAI has also formed recent cloud service agreements with both Google and Oracle.
However, these partnerships have become increasingly strained as the companies compete for the same customers, with Microsoft's Copilot now directly rivaling ChatGPT in the market.
OpenAI's public criticism of Google extends beyond Europe. In August, the company accused Google of holding an illegal search monopoly in the United States, referencing a 2024 federal court finding.
OpenAI has argued that as AI adoption accelerates, Google's control over search visibility, mobile device access, and data flow gives it an unfair competitive advantage that creates substantial barriers for smaller competitors.
OpenAI's Meteoric Rise
The regulatory engagement comes during a period of extraordinary growth for OpenAI. The company now reports more than 800 million weekly users of its ChatGPT platform, with 190 million people using the service daily.
In early October, OpenAI completed a secondary share sale that valued the company at $500 billion, surpassing SpaceX to become the world's most valuable privately held company.
The $6.6 billion share sale, which allowed current and former employees to sell stock to investors including Thrive Capital, SoftBank, Dragoneer Investment Group, Abu Dhabi's MGX, and T. Rowe Price, represented a significant jump from the company's $300 billion valuation earlier in 2025.
OpenAI's annual recurring revenue has reached $13 billion and is projected to exceed $20 billion by year's end.
Despite this rapid growth and market leadership, OpenAI has positioned itself as an underdog in regulatory discussions, emphasizing that smaller innovators face significant challenges when competing against companies with entrenched market positions.
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