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 12, 2026 | meta ai
A group of major publishers — including Elsevier, Cengage, Hachette, Macmillan and McGraw Hill — filed a proposed class-action lawsuit against Meta, alleging the company illegally used millions of copyrighted books and scientific articles to train its Llama AI models without permission. Meta says AI training is fair use. The courts will decide. This is one of the most consequential AI legal battles of 2026 — and it is just beginning. 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 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.
