by Raphael Dudler | May 25, 2026 | gafam watch
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.
by Raphael Dudler | May 20, 2026 | gafam watch
Today, May 20, Meta begins executing its 8,000 layoffs — 10% of its global workforce. LinkedIn is cutting 5% of staff this week. Amazon has eliminated 30,000 corporate roles across six months. More than 103,000 tech employees have lost their jobs in 2026 — approaching the total for all of 2025 in just five months. Google I/O is celebrating the AI future. On the same day, the human cost of that future is arriving in employees’ inboxes.
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.
by Raphael Dudler | May 9, 2026 | apple ai
Apple spent just $4.3 billion on AI infrastructure in the first half of fiscal 2026 — while rivals commit hundreds of billions. Services revenue hit $31 billion, up 16%. And Tim Cook just promised a more personalised Siri this year. The contrarian AI bet is becoming harder to dismiss. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
