by Raphael Dudler | May 12, 2026 | google ai
Today is the first shot across the bow. Google streams The Android Show: I/O Edition on May 12 at 10am PT — a consumer-focused preview of Android 17 and AI features landing before the full Google I/O developer conference on May 19. Gemini 4, Aluminium OS, Android XR glasses and a new TPU that pushes 42.5 exaflops are all waiting in the wings. The most important Google event in years starts today. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 11, 2026 | microsoft ai
Microsoft’s enterprise subscription business generates roughly $70 billion per year — built on the assumption that one human equals one licence. Now AI is doing an increasing share of that cognitive work. For the first time, an analyst argues that Google has identified a structural vulnerability in Microsoft’s core business that it could not previously exploit. This is the most important Microsoft story of the week. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 11, 2026 | microsoft ai
Microsoft has expanded Copilot Cowork to iOS and Android — an AI agent that doesn’t just answer questions but completes tasks on your behalf, across apps, business systems and data. Meanwhile, Microsoft’s 2026 Work Trend Index reveals that 49% of all Copilot conversations already involve cognitive work once reserved for human expertise. The line between AI assistant and AI colleague is disappearing. 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 11, 2026 | google ai
Google I/O 2026 opens on May 19 — and all signs point to the most AI-heavy event in the conference’s history. Gemini 4, agentic AI tools, Android XR smart glasses and the debut of Aluminum OS are all expected. Google has been unusually quiet in recent months. That silence ends in eight days. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
