by Raphael Dudler | Jun 15, 2026 | gafam watch
From today through Wednesday, the G7 Summit in France hosts an unprecedented event: Sam Altman of OpenAI, Dario Amodei of Anthropic and Demis Hassabis of Google DeepMind appear together before the leaders of the world’s largest democracies — for the first time in history. Three rival frontier AI lab CEOs. Seven world leaders. Three days. And simultaneously: Anthropic’s senior staff is in Washington trying to reverse the US export ban that locked European users out of Claude Fable 5 last Friday. gafam.ai’s European analysis of the diplomatic moment that defines AI governance for the rest of the decade.
by Raphael Dudler | Jun 12, 2026 | gafam watch
The Pentagon confirmed this week it is actively testing OpenAI and Google AI models as replacements for Anthropic’s Claude in classified military networks — after Anthropic refused to waive safety guardrails for warfare use. Simultaneously, the EU AI Act enforcement deadline moved to 55 days away. Two irreconcilable AI governance visions — Washington’s safety-optional military AI and Brussels’ mandatory risk-based framework — are converging on a single deadline. gafam.ai’s European analysis.
by Raphael Dudler | Jun 8, 2026 | gafam watch
On June 5, 2026, President Trump said the US government may take direct equity stakes in leading AI companies — naming OpenAI, Anthropic and xAI. Bernie Sanders wants 50% plus a 50% stock tax. Sam Altman pitched the idea to Trump in 2025 and has been advancing it since. Anthropic refused — and is not in the conversation. The strangest political convergence of 2026: the populist right, the democratic left and the CEO of OpenAI all agree that AI profits are too large to stay entirely private. gafam.ai’s European analysis of the AI governance story nobody saw coming.
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 | gafam watch
The most consequential AI lawsuit in history goes to trial this week. Elon Musk vs. Sam Altman — challenging OpenAI’s conversion from nonprofit to for-profit entity — begins jury selection in a San Francisco federal court. Microsoft’s $13 billion investment and Amazon’s $50 billion commitment are directly implicated. A Musk victory could force OpenAI to return billions in assets to nonprofit control. The European implications reach from Brussels to the boardrooms of every GAFAM company that has bet on OpenAI’s commercial future.
