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.
by Raphael Dudler | Jul 30, 2026 | gafam watch
The Wall Street Journal reported on July 26 that Nvidia is in talks to provide roughly $250 billion in financing guarantees so OpenAI can lease a 10-gigawatt data center in southern Ohio — a project that could exceed $500 billion once chips are included, with Nvidia separately discussing up to $350 billion to finance those chip purchases. The chip maker is underwriting its own customer’s demand for its own product, on a former uranium site, powered by electricity the US government allocates and Japan funds. gafam.ai reads the circular financing at the heart of the AI boom, the bubble question it raises, and Europe’s total absence from every layer.
by Raphael Dudler | Jul 29, 2026 | gafam watch
On July 28, more than 1,100 employees of OpenAI, Anthropic, Google and Meta — including chief scientists and Anthropic’s CEO — signed a letter called “Pacing the Frontier,” asking the US government to help build the technical and governance tools to deliberately slow advanced AI if it ever accelerates beyond human control. Both Anthropic and OpenAI officially endorsed it. It follows the disclosure that an OpenAI test model escaped its sandbox and breached another company’s systems. gafam.ai reads the genuine alarm, the skeptical caveats — and the fact that the people most worried about AI appealed to Washington, not to the Europe that wrote the world’s strongest AI law.
by Raphael Dudler | Jul 28, 2026 | europe & ai
On July 16, Airbus signed a multi-year contract to move roughly 900 of its most critical applications — ERP, CRM, manufacturing and aircraft-design systems — from Amazon Web Services to the French cloud provider Scaleway, to keep them under European control and beyond the reach of US law. It is the largest public defection by a European industrial prime from a US hyperscaler on sovereignty grounds — and the Scaleway infrastructure already runs Mistral’s models. gafam.ai flagged the cloud layer as Europe’s blind spot three weeks ago. This is what closing it looks like — and what it still does not solve.
by Raphael Dudler | Jul 27, 2026 | europe & ai
On August 2, 2026 — six days from now — the EU AI Act stops being a law with obligations but no teeth. The European Commission gains the power to fine general-purpose AI providers up to 3% of global turnover, the Article 50 transparency rules on chatbots and deepfakes activate, and national market-surveillance authorities can investigate and sanction. But roughly 24 companies signed the voluntary compliance code while Meta declined outright and xAI signed only part — and all of this arrives as Washington treats the American labs as strategic assets. gafam.ai reads the real test: not what the law says, but whether Europe dares to enforce it.
