by Raphael Dudler | Oct 7, 2026 | google ai
Google signed a deal for 3,590 megawatts of power — a quarter of it nuclear, over twenty years — purely to feed its AI data centres. And it’s not alone: Microsoft, Amazon, and Meta have all locked up nuclear power too. The AI race has quietly become a power-plant race, where electricity, not chips, is the binding limit. Why the cost lands on grids, prices, and the places with least leverage — and why this reframes European sovereignty as an energy question.
by Raphael Dudler | Sep 30, 2026 | gafam watch
At DevDay, OpenAI turned ChatGPT into a full office suite — Pages, Slides, a shared workspace, and AI agents woven throughout — a direct assault on Microsoft Office and Google Docs, and a turn against its own biggest partner. The real story isn’t the products; it’s a single company assembling an ecosystem designed to own your entire working day, and what that concentration means, especially for Europe.
by Raphael Dudler | Sep 15, 2026 | meta ai
Meta’s new Muse AI now holds the @muse handle; the 30-year-old rock band Muse moved to @museband. Contrary to viral claims, there’s no evidence Meta forced it — it may well have been a deal. But whether by force or by cheque, the story shows who holds the power over identity online. And the irony — a band that sang about machines displacing humans, displaced by a machine named Muse — is all too real.
by Raphael Dudler | Sep 11, 2026 | europe & ai
Mistral raised €3 billion — the largest equity round in European tech history — to build sovereign AI on European soil. After a month of arguing that Europe regulates but doesn’t build, here’s the counter-evidence. Genuinely good news, and, against OpenAI’s €852 billion, still a minnow. The gap, not the record, is the real story.
by Raphael Dudler | Sep 8, 2026 | europe & ai
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