by Raphael Dudler | May 11, 2026 | microsoft ai
Microsoft has expanded Copilot Cowork to iOS and Android — an AI agent that doesn’t just answer questions but completes tasks on your behalf, across apps, business systems and data. Meanwhile, Microsoft’s 2026 Work Trend Index reveals that 49% of all Copilot conversations already involve cognitive work once reserved for human expertise. The line between AI assistant and AI colleague is disappearing. 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 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 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.
