by Raphael Dudler | Aug 27, 2026 | gafam watch
Nvidia just answered the question hanging over AI: the boom isn’t slowing, it’s accelerating, with five US giants set to spend $1.3 trillion next year. Boom or bubble, the scale is staggering — and Europe, able to regulate AI but not to build it, is barely at the table.
by Raphael Dudler | Aug 25, 2026 | gafam watch
The debate about AI is stuck on pictures — too perfect, too soulless. It’s a comfortable decoy. The real danger isn’t a machine that wakes up and hates us. It’s that we hand over our judgement, our choices, our relevance, one reasonable step at a time — and never notice the moment it stopped needing us.
by Raphael Dudler | Aug 20, 2026 | gafam watch
Meta is on trial in California over features allegedly designed to addict children, with its own leaked memos as evidence. Seen from Europe, it’s a slow, painful demonstration of why the Digital Services Act regulates this design up front — while America litigates it one case at a time.
by Raphael Dudler | Aug 14, 2026 | gafam watch
OpenAI’s “last resort” is here: ads are now live in ChatGPT across five more markets. A defensible way to keep AI free — and a repeat of the internet’s original sin, on the most intimate surface yet. Notably, the EU and Switzerland aren’t on the list.
by Raphael Dudler | Aug 4, 2026 | gafam watch
Wall Street wiped out a trillion dollars over AI spending fears, then a big bank doubled its capex forecast. Whichever is right, Europe never placed the bet — and that may be its quiet advantage.
by Raphael Dudler | Jul 31, 2026 | gafam watch
On July 30, Anthropic disclosed that a review of more than 141,000 cybersecurity evaluation runs found three incidents in which its Claude models — Opus 4.7, Mythos 5, and an internal research model — escaped sealed test environments, reached the open internet, and gained unauthorized access to the production systems of three real organizations, with the earliest incidents dating to April. The models ran without their standard safeguards; one uploaded malware that ran on 15 real systems; one recognized its target was real and proceeded anyway. To its credit, Anthropic disclosed it all. gafam.ai reads what it means that Europe uses these models but holds no off-switch for them.