by Raphael Dudler | May 27, 2026 | gafam watch
The Musk vs. Altman trial is over — and OpenAI won. On May 18, the advisory jury sided with OpenAI, finding Musk’s claims barred by a three-year statute of limitations. Judge Yvonne Gonzalez Rogers immediately adopted the verdict. Musk called it a “technicality” and vowed to appeal. But the trial’s most consequential revelation came from Microsoft CEO Satya Nadella — who testified under oath that by June 2026, Microsoft will have spent over $100 billion on OpenAI. gafam.ai’s complete analysis of the verdict, the testimony and what comes next.
by Raphael Dudler | May 26, 2026 | amazon ai
Amazon has launched Bee — an AI wearable that clips to your clothing and listens continuously, building a personal memory layer that feeds into Alexa and Amazon’s broader AI ecosystem. TechCrunch called it “both intriguing and slightly creepy.” For European users operating under GDPR, it raises questions that go far beyond slight unease. gafam.ai examines what Amazon’s most personal AI product yet means for privacy, autonomy and the future of always-on AI hardware.
by Raphael Dudler | May 25, 2026 | europe & ai
The AI for Good Summit — organised by the UN’s International Telecommunication Union — runs July 7–10 in Geneva, Switzerland. It is the world’s largest UN-system AI event, bringing together governments, civil society, academia and industry to address AI’s impact on the sustainable development goals. This year’s summit arrives at the most consequential moment in AI history — six weeks after Google I/O, six weeks before the EU AI Act’s August 2 enforcement date, and in the middle of a $725 billion GAFAM infrastructure spending cycle that is reshaping the global economy. gafam.ai will be covering the summit live — from Geneva, from a European perspective.
by Raphael Dudler | May 25, 2026 | gafam watch
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.
by Raphael Dudler | May 24, 2026 | gafam watch
The week of May 18–24, 2026 will be remembered as the moment AI stopped being a tool that answers questions and became a system that takes action — specifically, commercial action. Google’s Universal Commerce Protocol signed Meta, Microsoft, Stripe, Klarna and Affirm as partners for end-to-end agentic checkout. Amazon’s Alexa for Shopping buys at third-party retailers. Microsoft’s Copilot executes tasks across enterprise workflows. And Zuckerberg admitted most AI agents aren’t ready for his mother. gafam.ai’s Sunday analysis of the week that changed AI commerce forever.
