by Raphael Dudler | Jul 8, 2026 | microsoft ai
Bloomberg reported on July 7 that Microsoft has begun routing tens of thousands of weekly Excel and Outlook AI prompts away from OpenAI and Anthropic to its own in-house MAI models, to reduce costs. It is not a clean partner break — frontier tasks still route out, and Microsoft declined to comment — but the direction is unmistakable: the distributor is demoting the labs from default engine to premium option. For a Europe whose offices run on Microsoft 365, the model behind your daily work is now being decided in Redmond. gafam.ai reads why that matters.
by Raphael Dudler | Jun 3, 2026 | gafam watch
Nvidia CEO Jensen Huang announced the RTX Spark — a powerful AI system-on-chip for Windows PCs — at Computex 2026 in Taipei on June 1. Nvidia and Microsoft will “reinvent the PC” together. AMD, Intel and Qualcomm shares dropped immediately. The company that owns AI in the data centre is now coming for your laptop. And every GAFAM company that depends on PC hardware infrastructure faces a new reality.
by Raphael Dudler | Jun 2, 2026 | microsoft ai
Microsoft Build 2026 opens today in San Francisco — the day after GitHub Copilot switched to consumption pricing and the week before Apple’s WWDC. Satya Nadella’s keynote at 18:30 CET is expected to unveil Microsoft’s first reasoning-focused AI model, updates to Agent 365 and GitHub Copilot, Azure AI Foundry developments and a Copilot super app that consolidates multiple AI assistants. gafam.ai covers Build 2026 live — from a European perspective.
by Raphael Dudler | Jun 1, 2026 | microsoft ai
Today, June 1, 2026, GitHub Copilot switches from flat-rate subscriptions to usage-based token billing. Every plan. Every user. Every organisation. The era of unlimited AI coding at a fixed price is over. Developers who use Copilot heavily for agentic tasks face bills that could be significantly higher than their previous flat-rate subscription. The enterprises that did not prepare face meter shock. gafam.ai explains what changed, what it costs and what European developers and enterprises must do today.
by Raphael Dudler | May 31, 2026 | gafam watch
May 2026 was the most consequential month in the history of artificial intelligence since ChatGPT launched in November 2022. Google I/O redefined what an AI company can be. OpenAI won in court and prepared its IPO. Meta fired 8,000 people and launched its first secret model. Apple paid Google $1 billion to rebuild Siri. And Trump’s AI safety order was killed in three phone calls. gafam.ai’s complete European analysis of the month that changed everything.
