by Raphael Dudler | May 27, 2026 | gafam watch
The Musk vs. Altman trial is over — and OpenAI won. On May 18, the advisory jury sided with OpenAI, finding Musk’s claims barred by a three-year statute of limitations. Judge Yvonne Gonzalez Rogers immediately adopted the verdict. Musk called it a “technicality” and vowed to appeal. But the trial’s most consequential revelation came from Microsoft CEO Satya Nadella — who testified under oath that by June 2026, Microsoft will have spent over $100 billion on OpenAI. gafam.ai’s complete analysis of the verdict, the testimony and what comes next.
by Raphael Dudler | May 26, 2026 | gafam watch
The most consequential AI lawsuit in history goes to trial this week. Elon Musk vs. Sam Altman — challenging OpenAI’s conversion from nonprofit to for-profit entity — begins jury selection in a San Francisco federal court. Microsoft’s $13 billion investment and Amazon’s $50 billion commitment are directly implicated. A Musk victory could force OpenAI to return billions in assets to nonprofit control. The European implications reach from Brussels to the boardrooms of every GAFAM company that has bet on OpenAI’s commercial future.
by Raphael Dudler | May 26, 2026 | amazon ai
Amazon has launched Bee — an AI wearable that clips to your clothing and listens continuously, building a personal memory layer that feeds into Alexa and Amazon’s broader AI ecosystem. TechCrunch called it “both intriguing and slightly creepy.” For European users operating under GDPR, it raises questions that go far beyond slight unease. gafam.ai examines what Amazon’s most personal AI product yet means for privacy, autonomy and the future of always-on AI hardware.
by Raphael Dudler | May 25, 2026 | europe & ai
The AI for Good Summit — organised by the UN’s International Telecommunication Union — runs July 7–10 in Geneva, Switzerland. It is the world’s largest UN-system AI event, bringing together governments, civil society, academia and industry to address AI’s impact on the sustainable development goals. This year’s summit arrives at the most consequential moment in AI history — six weeks after Google I/O, six weeks before the EU AI Act’s August 2 enforcement date, and in the middle of a $725 billion GAFAM infrastructure spending cycle that is reshaping the global economy. gafam.ai will be covering the summit live — from Geneva, from a European perspective.
by Raphael Dudler | May 25, 2026 | gafam watch
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.
