Five Companies. One Planet. Artificial Intelligence.
Welcome to GAFAM.AI
The European Eye on Big Tech and Artificial Intelligence.
We are not first. We are right.
Free Trial Month
Join GAFAM Intelligence now!
Airbus Just Pulled Its Crown Jewels Off Amazon. Europe’s Cloud Blind Spot Found a Fix.
On July 16, Airbus signed a multi-year contract to move roughly 900 of its most critical applications — ERP, CRM, manufacturing and aircraft-design systems — from Amazon Web Services to the French cloud provider Scaleway, to keep them under European control and beyond the reach of US law. It is the largest public defection by a European industrial prime from a US hyperscaler on sovereignty grounds — and the Scaleway infrastructure already runs Mistral’s models. gafam.ai flagged the cloud layer as Europe’s blind spot three weeks ago. This is what closing it looks like — and what it still does not solve.
GAFAM Intelligence
The Layer Beyond the Facts
Every briefing on gafam.ai tells you what happened & GAFAM Intelligence tells you what comes next.
Our members-only analysis applies systematic logical inference to verified facts — confidence-rated, European perspective, clearly labelled as inference.
Not rumour. Not speculation.
Google. Apple. Meta. Amazon. Microsoft.
Five companies that shape how three billion people communicate, work, shop, think — and increasingly, how they are governed.
At GAFAM.AI we watch them closely. Daily. From a European perspective that believes in accountability, transparency and the public interest.
Artificial intelligence is no longer a technology. It is a political force. An economic force. A cultural force. And these five companies are at the centre of it — making decisions that affect all of us, whether we use their products or not.
This is an informed, independent eye — trained on the five most powerful tech companies in the world, at the most consequential moment in the history of technology.
Read. Think. Decide for yourself.
EUROPE & AI
Airbus Just Pulled Its Crown Jewels Off Amazon. Europe’s Cloud Blind Spot Found a Fix.
On July 16, Airbus signed a multi-year contract to move roughly 900 of its most critical applications — ERP, CRM, manufacturing and aircraft-design systems — from Amazon Web Services to the French cloud provider Scaleway, to keep them under European control and beyond the reach of US law. It is the largest public defection by a European industrial prime from a US hyperscaler on sovereignty grounds — and the Scaleway infrastructure already runs Mistral’s models. gafam.ai flagged the cloud layer as Europe’s blind spot three weeks ago. This is what closing it looks like — and what it still does not solve.
GAFAM Watch
Google Says AI Isn’t Taking Your Job. Its Own Data Quietly Says More.
Google published its first AI & Economy ATLAS report on July 23, analysing 15 million Gemini interactions and concluding that AI adoption is broad but shallow — reaching 68% of occupations but automating fewer than 10% of workplace tasks. The message: AI augments, it does not replace. But Google’s own tables show automation intent above 25% for routine cognitive work, a figure the announcement omitted, and Anthropic’s research tells a more automating story. Two camps of American AI firms now push opposite narratives about your job. gafam.ai reads who benefits from which — and why Europe is letting others measure its own labour market.
Big Tech AI news Europe
G
Brussels Fined Google €890 Million Today. The AI Part Nobody Is Reading.
The European Commission today issued two non-compliance decisions against Google under the Digital Markets Act — €460 million for self-preferencing its own shopping, hotel, transport and sports results in Search, and €430 million for restricting businesses from steering customers to cheaper channels outside Google Play. It is the largest DMA penalty to date. But the more consequential document was adopted seven days earlier: a binding specification requiring Google to open eleven Android features to rival AI assistants by 2027 and to share search data with competing AI chatbots. Europe just banned the Search playbook before it could be run on AI. gafam.ai’s European analysis.
A
Apple Just Sued OpenAI. It’s Really a War Over the Next iPhone.
On July 10, Apple sued OpenAI, io Products and two former Apple engineers in federal court, alleging a pattern of trade secret theft to fuel OpenAI’s consumer-hardware ambitions — including its hardware chief Tang Tan, a 24-year Apple veteran. Apple says over 400 of its former staff now work at OpenAI. These are allegations in a complaint; OpenAI denies them and nothing is proven. But the deeper story is the AI hardware race — the fight over the device that replaces the smartphone — and it is being waged entirely between American companies. gafam.ai reads what that means for a Europe absent from the hardware layer.
M (f)
Meta Just Made Your Face Raw Material for Anyone’s AI — and Opted You In by Default.
Meta launched Muse Image on July 9 — a feature inside Meta AI that lets any user @-tag a public Instagram account and generate an AI image using that person’s likeness, with no notice and no consent, because public accounts are opted in by default. SAG-AFTRA, Public Citizen and top talent agencies condemned it within a day. Meta points to an invisible AI watermark and an opt-out toggle. But in Europe, an opt-out-by-default model collides directly with the GDPR’s consent requirements and the EU AI Act’s transparency rules. gafam.ai reads the European reckoning.
A
Amazon Wants to Sell Its AI Chips to Everyone. Nvidia Should Worry.
AWS AI chief Peter DeSantis confirmed to Bloomberg that Amazon is exploring selling its custom Trainium AI chips to third-party data centres for the first time — a direct challenge to Nvidia’s dominance. Amazon’s custom silicon business already runs at a $20 billion annual rate, growing at triple-digit pace, with Trainium 3 largely sold out. Anthropic has committed to up to 5 gigawatts of Trainium capacity, OpenAI to around 2. If Amazon sells chips externally, the AI hardware landscape shifts. gafam.ai examines what it means — and why Europe has no equivalent.
M
The AI in Your Excel Just Changed — and Microsoft Didn’t Ask You. Here’s Why It Matters.
Bloomberg reported on July 7 that Microsoft has begun routing tens of thousands of weekly Excel and Outlook AI prompts away from OpenAI and Anthropic to its own in-house MAI models, to reduce costs. It is not a clean partner break — frontier tasks still route out, and Microsoft declined to comment — but the direction is unmistakable: the distributor is demoting the labs from default engine to premium option. For a Europe whose offices run on Microsoft 365, the model behind your daily work is now being decided in Redmond. gafam.ai reads why that matters.