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.
May 2026 was the most consequential month in the history of artificial intelligence since ChatGPT launched in November 2022. Google I/O redefined what an AI company can be. OpenAI won in court and prepared its IPO. Meta fired 8,000 people and launched its first secret model. Apple paid Google $1 billion to rebuild Siri. And Trump’s AI safety order was killed in three phone calls. gafam.ai’s complete European analysis of the month that changed everything.
Salesforce CEO Marc Benioff delivered the most contradictory and most honest portrait of AI’s job impact this week. He is hiring 1,000 new graduates — but not one software engineer, lawyer or service agent. AI coding agents have made his engineering team “mostly flat” for two years. But sales is growing because demand is growing. The one skill AI cannot replicate: the human ability to close a deal. gafam.ai examines what the Salesforce data reveals about the real shape of AI’s employment impact — and what it means for Europe’s workforce.
Uber burned through its entire 2026 AI coding budget in four months. Microsoft cancelled its internal Claude Code pilot after token billing consumed its annual AI budget. Duolingo is questioning whether AI adoption translates to business outcomes. A Gartner study forecasts AI agent software spending will reach $207 billion in 2026 — up 139% from 2025. The enterprise AI cost crisis is the story Wall Street is not yet pricing. gafam.ai examines what happens when AI costs more than the humans it was supposed to replace.
In June 2025, Sam Altman warned that entire job categories would vanish. Dario Amodei predicted AI would eliminate 50% of white-collar jobs. This week, both walked it back. Altman says he is “delighted to be wrong.” Amodei now says automation expands work rather than destroying it. OpenAI is preparing an IPO at $852 billion. Anthropic just closed a $30 billion round at a $900 billion valuation. The timing of the reversal is not a coincidence. gafam.ai examines what changed — and what did not.
Over the weekend of May 24–25, 2026, Elon Musk, Mark Zuckerberg and AI czar David Sacks killed Trump’s draft AI safety executive order in three phone calls on a single Wednesday night. The same Saturday, Anthropic closed a $30 billion-plus funding round — the largest in AI history. And Microsoft quietly cancelled its internal Claude Code pilot after token billing ate its entire annual AI budget. Three stories. One weekend. The future of AI safety regulation was decided by phone calls between billionaires and a president.