by Raphael Dudler | May 8, 2026 | europe & ai
After nine hours of negotiations, the EU reached a provisional deal on May 7, 2026: high-risk AI rules delayed to December 2027, but a complete ban on AI nudification apps effective December 2026. Brussels blinked on the timeline — but held firm on human dignity. Every GAFAM company operating in Europe is affected. gafam.ai explains what changed, what it means, and what comes next. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 7, 2026 | europe & ai
On August 2, 2026, the EU AI Act becomes real — with fines of up to €35 million for non-compliance. Every GAFAM company operating in Europe is in scope, regardless of where their servers are located. Washington is deregulating AI. Brussels is tightening control. These two visions are on a collision course. gafam.ai will be watching. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 7, 2026 | microsoft ai
Microsoft has agreed to give the U.S. government early access to its AI models before commercial release — as part of Trump’s AI Action Plan. Copilot is embedded across Microsoft 365. Azure spending hit $31.9 billion in Q1 alone. Yet investors remain cautious: Google Cloud grew faster, and the OpenAI relationship is shifting toward Amazon. Microsoft is powerful — but under pressure. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 7, 2026 | amazon ai
Amazon Web Services grew 28% to over $37 billion — its strongest quarter in 15 years. Total AI infrastructure spend: $200 billion for 2026. But the bigger story is Amazon’s growing relationship with OpenAI, increasingly at Microsoft’s expense. The most consequential partnership shift in AI is happening quietly — and Amazon is winning it. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 7, 2026 | meta ai
Meta is spending approximately $370 million every single day on AI data centre construction — while simultaneously cutting 8,000 jobs, 10% of its workforce. Revenue jumped 33% in Q1 2026, yet investors sent the stock down 6%. The core concern: Meta has no cloud business to monetise its AI investment. The human cost of the AI race has a face — and it is Meta’s. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
