by Raphael Dudler | Jul 6, 2026 | gafam watch
On June 30, Chinese food-delivery giant Meituan open-sourced LongCat-2.0 — a 1.6-trillion-parameter model released under a permissive MIT license, which the company says is the first model of its scale trained and run entirely on domestic Chinese chips, with no Nvidia GPUs. The benchmark claims are self-reported and the full weights aren’t yet public. But the hardware milestone is the story — and it lands as Washington gates access to American models. gafam.ai reads what it means for Europe’s impossible AI choice.
by Raphael Dudler | Jul 2, 2026 | gafam watch
In a June 10 letter to US senators — surfaced publicly in late June — Anthropic accused operators affiliated with Alibaba and its Qwen AI lab of the largest known “distillation attack” on Claude: 28.8 million exchanges through roughly 25,000 fraudulent accounts over six weeks. Alibaba denies wrongdoing. The figures are Anthropic’s allegation and have not been independently verified. Yesterday we covered Meta’s fear of distillation from the inside; today, the same technique appears as a US-China national-security flashpoint. gafam.ai separates what is claimed from what is established — and reads the European consequence.
