by Raphael Dudler | Jun 8, 2026 | gafam watch
On June 5, 2026, President Trump said the US government may take direct equity stakes in leading AI companies — naming OpenAI, Anthropic and xAI. Bernie Sanders wants 50% plus a 50% stock tax. Sam Altman pitched the idea to Trump in 2025 and has been advancing it since. Anthropic refused — and is not in the conversation. The strangest political convergence of 2026: the populist right, the democratic left and the CEO of OpenAI all agree that AI profits are too large to stay entirely private. gafam.ai’s European analysis of the AI governance story nobody saw coming.
by Raphael Dudler | Jun 5, 2026 | gafam watch
Demis Hassabis — CEO of Google DeepMind, the most important AI research organisation in the world — broke publicly with the industry consensus this week. In a rare direct statement, Hassabis said AI productivity gains should benefit workers rather than simply being captured by shareholders through headcount reduction. From inside Google — the company that just announced Gemini Spark and AI Mode at 1 billion users — this is the most consequential internal dissent in the AI era.
by Raphael Dudler | Jun 5, 2026 | google ai
Google AI Mode — the AI-powered search experience that has already reduced click-through rates to publishers by up to 61% — surpassed 1 billion monthly users this week. The same week, a security researcher disclosed that Gemini API keys remain fully active and usable after explicit deletion — a design flaw with significant enterprise security implications. And European consumer group BEUC filed Digital Services Act complaints against Google, Meta and TikTok over financial scam ads. Three Google stories. One European perspective. gafam.ai.
by Raphael Dudler | Jun 4, 2026 | apple ai
Apple has revealed its official WWDC 2026 tagline: “All Systems Glow.” The phrase points directly at a redesigned Siri with glowing visual elements, a new Dynamic Island integration and a dedicated Siri app with the Extensions framework. It may also be Tim Cook’s final WWDC as Apple CEO — with John Ternus expected to succeed him. Four days to Monday. gafam.ai’s complete preview of everything expected on June 8.
by Raphael Dudler | Jun 3, 2026 | gafam watch
Nvidia CEO Jensen Huang announced the RTX Spark — a powerful AI system-on-chip for Windows PCs — at Computex 2026 in Taipei on June 1. Nvidia and Microsoft will “reinvent the PC” together. AMD, Intel and Qualcomm shares dropped immediately. The company that owns AI in the data centre is now coming for your laptop. And every GAFAM company that depends on PC hardware infrastructure faces a new reality.
