The headline number didn’t move. Four of the fifteen scores did. Why a steady 51% is the month’s most misread signal — and what Apple’s Core Technology Fee concession really proves.
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.
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.
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.
