GAFAM Watch
Some stories are bigger than one company.
When Google, Apple, Meta, Amazon and Microsoft move in the same direction at the same time — spending, cutting, lobbying, building — that is not five separate stories. That is one story about the concentration of power in the digital age.
GAFAM Watch covers the patterns, the trade-offs and the consequences that only become visible when you step back and look at all five together. Infrastructure spending. Mass layoffs. Geopolitical pressure. Market concentration. The race no single company can afford to lose — and no regulator can afford to ignore.
This is the view from 30,000 feet. And it is often the most important view of all.
Google, Microsoft & Amazon Inside the Pentagon — Anthropic Left Out
The Pentagon has cleared Google, Microsoft and Amazon Web Services to deploy their AI inside classified military networks — for any lawful purpose, including warfighter decision-making. Anthropic, which demanded safety guardrails for warfare use, was excluded and declared a supply chain risk. This is the moment Big Tech chose the Pentagon over principle. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
$725 Billion Spent. 40,000 Jobs Cut. This Is Big Tech’s AI Trade-Off.
GAFAM and its peers are spending $725 billion on AI infrastructure in 2026 — a 77% increase year over year. At the same time, Amazon cut 16,000 jobs, Meta is cutting 8,000, and Microsoft offered voluntary retirement to 8,750 employees. The AI boom has a human cost. gafam.ai examines the trade-off.