by Raphael Dudler | May 28, 2026 | gafam watch
Uber burned through its entire 2026 AI coding budget in four months. Microsoft cancelled its internal Claude Code pilot after token billing consumed its annual AI budget. Duolingo is questioning whether AI adoption translates to business outcomes. A Gartner study forecasts AI agent software spending will reach $207 billion in 2026 — up 139% from 2025. The enterprise AI cost crisis is the story Wall Street is not yet pricing. gafam.ai examines what happens when AI costs more than the humans it was supposed to replace.
by Raphael Dudler | May 14, 2026 | gafam watch
OpenAI is the keystone of the entire GAFAM AI ecosystem. Microsoft invested $13 billion. Amazon committed $50 billion. Google’s Gemini competes directly against it. A Wall Street Journal report now suggests OpenAI may miss key revenue and user targets in 2026. If the world’s most valuable AI startup stumbles, the ripple effects across every GAFAM company could be severe — and swift. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 11, 2026 | gafam watch
Four GAFAM companies reported earnings last week. Meta achieved the fastest revenue growth. Google showed the clearest AI returns. Amazon committed $200 billion and may go cash-flow negative. Microsoft is powerful but under pressure. One week later, the picture is becoming clearer — and the winner is not who most people expected. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
