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 | europe & ai
President Trump gathered AI leaders and announced an agreement to govern the technology’s risks, calling it “morally binding” — not legally binding. The qualifier is the story: a pledge engineered to sound like a commitment while requiring nothing. A day after the Pope urged the world to take AI’s dangers seriously, the split screen is stark — and Europe, mocked for its binding law, suddenly looks vindicated.
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 29, 2026 | europe & ai
Aboard the papal plane, Pope Leo XIV said concerns about AI going rogue are not “fake news” and must be taken seriously — a direct rebuttal to President Trump, who called them a “hoax.” Why the rare voice with no model to ship, no election to win, and no shares to protect changes the AI safety debate, and where the Pope’s warning aligns, almost word for word, with Europe’s.
by Raphael Dudler | Sep 26, 2026 | gafam watch
The three most powerful AI labs — Google, OpenAI and Anthropic — are building their own safety regulator, run by a man who argued there should be “no FDA for AI.” Modeled on Wall Street’s FINRA, but with none of its enforcement power. A rival CEO calls it “a cartel by another name.” Real safety, or the watched appointing their own watchmen? And why Europe is leaning the opposite way.
