by Raphael Dudler | May 15, 2026 | gafam watch
Google, Apple, Meta, Amazon and Microsoft are spending $725 billion on AI infrastructure in 2026. That infrastructure runs on electricity — staggering, grid-straining, climate-threatening amounts of it. Global data centre electricity consumption could exceed 1,000 terawatt-hours by 2026. Meta’s Hyperion campus in Louisiana alone could consume as much power as 4.2 million homes. This is the story Big Tech is not telling. gafam.ai is.
by Raphael Dudler | May 14, 2026 | google ai
Google I/O opens in five days. Gemini Omni — a new video editing and generation model — has already surfaced ahead of the keynote. Android XR glasses will be previewed. Aluminium OS is expected. Gemini 4 is coming. And Google’s agentic AI push will define the developer agenda for the next 12 months. gafam.ai’s complete preview of the five things that matter most at the most important Google event in years. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 13, 2026 | google ai
Google did not wait for I/O. The Android Show: I/O Edition 2026 delivered one of the most packed product announcements in Google’s history — introducing Googlebooks, a new AI-first laptop category built around Gemini Intelligence, alongside Android 17 upgrades, Gemini in Chrome for Android, a rebuilt iOS-to-Android transfer tool and AirDrop compatibility for six major Android manufacturers. Six days before the official Google I/O keynote. Google is not warming up. It is already running. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
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.
