by Raphael Dudler | Jun 23, 2026 | gafam watch
Memory chipmaker Micron is investing in Anthropic’s Series H funding round and has secured a multi-year agreement to supply memory for Claude’s infrastructure, the company confirmed today. Anthropic co-founder Tom Brown called memory critical to both training and running its models. The deal extends a pattern gafam.ai has tracked all week: the AI supply chain is consolidating vertically, investor by investor, chip by chip — and Europe owns none of the layers. gafam.ai’s European analysis.
by Raphael Dudler | Jun 20, 2026 | amazon ai
AWS AI chief Peter DeSantis confirmed to Bloomberg that Amazon is exploring selling its custom Trainium AI chips to third-party data centres for the first time — a direct challenge to Nvidia’s dominance. Amazon’s custom silicon business already runs at a $20 billion annual rate, growing at triple-digit pace, with Trainium 3 largely sold out. Anthropic has committed to up to 5 gigawatts of Trainium capacity, OpenAI to around 2. If Amazon sells chips externally, the AI hardware landscape shifts. gafam.ai examines what it means — and why Europe has no equivalent.
by Raphael Dudler | Jun 19, 2026 | gafam watch
One week ago, the US Commerce Department ordered Anthropic to block all foreign nationals from accessing Claude Fable 5 and Mythos 5. Seven days later, the models are still down. High-level talks with the White House continue without public resolution. A Polymarket prediction market has traded over $770,000 on whether access will be restored. AWS has revoked Bedrock access. And European users — including Anthropic’s own non-American employees — remain locked out of the most capable AI model the company has ever built. The silence is the story. gafam.ai’s European analysis.
by Raphael Dudler | Jun 19, 2026 | europe & ai
The 52nd G7 Summit closed today at Évian-les-Bains after three days of negotiations under French presidency. Nine declarations were adopted. A dedicated working lunch on “Ensuring the safe, rapid and effective deployment of artificial intelligence” brought G7 leaders together with business executives. President Macron held the closing press conference. President Trump defended his Iran deal as allies pressed for details. gafam.ai examines what the Évian outcomes actually mean for European AI policy — and what they conspicuously omit.
by Raphael Dudler | Jun 17, 2026 | europe & ai
The G7 Summit concludes today in Évian-les-Bains. France hosted three AI CEOs in the same room for the first time in history. The declaration on protecting minors online is real and binding. The transatlantic AI sovereignty conversation produced voluntary commitments and rhetoric. Both Anthropic and OpenAI confidentially filed S-1 IPO documents during the summit week. gafam.ai’s honest assessment of what Europe actually achieved — and what it once again left on the table.
