“Your washing machine is subject to more safety rules than AI.” Microsoft’s president is right about the danger — but when the market leader asks to be policed, Europe must ask who the rules protect, and who is even allowed to inspect the models.
The headline number didn’t move. Four of the fifteen scores did. Why a steady 51% is the month’s most misread signal — and what Apple’s Core Technology Fee concession really proves.
Google signed a deal for 3,590 megawatts of power — a quarter of it nuclear, over twenty years — purely to feed its AI data centres. And it’s not alone: Microsoft, Amazon, and Meta have all locked up nuclear power too. The AI race has quietly become a power-plant race, where electricity, not chips, is the binding limit. Why the cost lands on grids, prices, and the places with least leverage — and why this reframes European sovereignty as an energy question.
President Trump gathered AI leaders and announced an agreement to govern the technology’s risks, calling it “morally binding” — not legally binding. The qualifier is the story: a pledge engineered to sound like a commitment while requiring nothing. A day after the Pope urged the world to take AI’s dangers seriously, the split screen is stark — and Europe, mocked for its binding law, suddenly looks vindicated.
At DevDay, OpenAI turned ChatGPT into a full office suite — Pages, Slides, a shared workspace, and AI agents woven throughout — a direct assault on Microsoft Office and Google Docs, and a turn against its own biggest partner. The real story isn’t the products; it’s a single company assembling an ecosystem designed to own your entire working day, and what that concentration means, especially for Europe.