by Raphael Dudler | Jul 28, 2026 | europe & ai
On July 16, Airbus signed a multi-year contract to move roughly 900 of its most critical applications — ERP, CRM, manufacturing and aircraft-design systems — from Amazon Web Services to the French cloud provider Scaleway, to keep them under European control and beyond the reach of US law. It is the largest public defection by a European industrial prime from a US hyperscaler on sovereignty grounds — and the Scaleway infrastructure already runs Mistral’s models. gafam.ai flagged the cloud layer as Europe’s blind spot three weeks ago. This is what closing it looks like — and what it still does not solve.
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 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.
