by Raphael Dudler | Jun 27, 2026 | gafam watch
SpaceX has agreed to acquire Anysphere, the maker of the AI coding tool Cursor, for $60 billion in an all-stock deal — widely described as the largest acquisition of a venture-backed startup ever recorded. It lands days after SpaceX’s $75 billion IPO, the biggest in history, and folds one of the most widely used developer tools into Elon Musk’s xAI empire. With two-thirds of the Fortune 500 using Cursor, the question for Europe is uncomfortable: the AI that writes a growing share of the world’s code is now owned by the same handful of American giants. gafam.ai’s European analysis.
by Raphael Dudler | Jun 25, 2026 | europe & ai
Two developments this week reshape Europe’s access to frontier cyber-AI. Anthropic is offering the EU access to its Mythos cybersecurity model — its first expansion beyond the US and UK — with talks with the EU cybersecurity agency ENISA ongoing. Simultaneously, OpenAI is giving nine major UK banks access to its GPT-5.5-Cyber tool, filling the gap left by Anthropic’s tightly restricted Mythos. After weeks of watching Europe locked out of American AI, the direction has reversed — but the terms deserve scrutiny. gafam.ai’s European analysis.
by Raphael Dudler | Jun 24, 2026 | gafam watch
OpenAI expanded its Daybreak cybersecurity programme on June 22, releasing the full version of GPT-5.5-Cyber — its most capable vulnerability-finding model, scoring 85.6% on CyberGym — alongside “Patch the Planet,” an open-source security initiative with Trail of Bits and HackerOne. It is a direct competitive answer to Anthropic’s Project Glasswing. But the launch carries a warning that should concern every European organisation: AI now finds security flaws faster than humans can fix them. gafam.ai’s European analysis.
by Raphael Dudler | Jun 23, 2026 | gafam watch
Memory chipmaker Micron is investing in Anthropic’s Series H funding round and has secured a multi-year agreement to supply memory for Claude’s infrastructure, the company confirmed today. Anthropic co-founder Tom Brown called memory critical to both training and running its models. The deal extends a pattern gafam.ai has tracked all week: the AI supply chain is consolidating vertically, investor by investor, chip by chip — and Europe owns none of the layers. gafam.ai’s European analysis.
by Raphael Dudler | Jun 20, 2026 | amazon ai
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.
