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 16, 2026 | gafam watch
The Wall Street Journal, The Information and Reuters have confirmed it: Amazon CEO Andy Jassy personally contacted Treasury Secretary Scott Bessent on June 12 to flag security findings about Anthropic’s newly launched Claude Fable 5. Hours later, Commerce Secretary Howard Lutnick issued the export control directive that took Fable 5 offline worldwide. Amazon is Anthropic’s largest investor, a board member and the primary cloud host of Anthropic’s models. It is also the company that just triggered the regulatory action that crippled its own portfolio company. The most consequential conflict of interest in the AI era — and nobody is calling it that. Until now.
by Raphael Dudler | May 31, 2026 | gafam watch
May 2026 was the most consequential month in the history of artificial intelligence since ChatGPT launched in November 2022. Google I/O redefined what an AI company can be. OpenAI won in court and prepared its IPO. Meta fired 8,000 people and launched its first secret model. Apple paid Google $1 billion to rebuild Siri. And Trump’s AI safety order was killed in three phone calls. gafam.ai’s complete European analysis of the month that changed everything.
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.
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.
