by Raphael Dudler | May 9, 2026 | gafam watch
The Pentagon has cleared Google, Microsoft and Amazon Web Services to deploy their AI inside classified military networks — for any lawful purpose, including warfighter decision-making. Anthropic, which demanded safety guardrails for warfare use, was excluded and declared a supply chain risk. This is the moment Big Tech chose the Pentagon over principle. 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.
by Raphael Dudler | May 9, 2026 | google ai
Google has shut down Project Mariner, its experimental AI browser agent. The technology isn’t dead — it’s been absorbed into Gemini Agent and AI Mode. This is Google consolidating, not retreating. And it raises serious questions about AI autonomy, trust and user control. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 8, 2026 | gafam watch
GAFAM and its peers are spending $725 billion on AI infrastructure in 2026 — a 77% increase year over year. At the same time, Amazon cut 16,000 jobs, Meta is cutting 8,000, and Microsoft offered voluntary retirement to 8,750 employees. The AI boom has a human cost. gafam.ai examines the trade-off.
by Raphael Dudler | May 8, 2026 | europe & ai
After nine hours of negotiations, the EU reached a provisional deal on May 7, 2026: high-risk AI rules delayed to December 2027, but a complete ban on AI nudification apps effective December 2026. Brussels blinked on the timeline — but held firm on human dignity. Every GAFAM company operating in Europe is affected. gafam.ai explains what changed, what it means, and what comes next. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.