Global Scans · GAFA et al · Weekly Summary

• [New] With AI turbo-charging demand, strong Government support and the recent announcement of £38 billion in investment by the likes of Google, Microsoft, Nvidia and Blackrock, there's little doubt that data centers represent a major opportunity for investors in and operators of UK infrastructure. Travers Smith
• [New] Amazon Web Services and OpenAI have signed a huge multi-year partnership worth $38 billion, with the possibility to grow even more until 2027 and later. Latest AI Tech News: Mid-November 2025 Updates
• [New] Google to invest US$ 40 billion in Texas for cloud and AI data center expansion by 2027 Google pledged $40 billion for Texas data centers through 2027, erecting campuses in Armstrong and Haskell counties to double cloud capacity amid 25% annual AI demand surge. GeopoliticsUnplugged Substack
• [New] In 2026, the hyperscalers - including Alphabet, Amazon, Meta, Microsoft, and Oracle - are expected to boost AI-related capital expenditures to $520 billion - a 30% increase from 2025. Ascendus Financial Advisors
• [New] Apple will upgrade the base iPad with an A18 chip so it can run Apple Intelligence, extending on-device AI features to more price-sensitive buyers. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Apple is preparing a fresh wave of budget hardware for early 2026, including a new low-cost MacBook, an iPhone 17 e, and a refreshed entry-level iPad. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Meta, Google, and Microsoft all have 2030 carbon-negative or net-zero commitments, but they are also racing to build the biggest AI models that require the most energy-hungry infrastructure. The Tech Buzz
• [New] Amazon has announced more job cuts expected in 2026 as part of its AI strategy. ABC 12 WJRT-TV
• [New] The anticipated introduction of AI-driven features and possibly slimmer designs like the rumored iPhone 17 Air could redefine user interaction with Apple devices, thus maintaining consumer interest and driving frequent upgrades. OpenTools
• [New] Google is building a cable to connect Togo to Europe, which will wrap around the Atlantic side. Yahoo News Singapore
• [New] Amazon-owned Zoox is expanding the testing cities of its custom-built bidirectional robotaxi, whereas Elon Musk's Tesla plans to launch its cybercab by 2026. Yahoo Finance
• [New] Apple is poised to unveil a remarkable design overhaul for its flagship smartphones in 2026. RS Web Solutions
• [New] Google plans to launch two prototype satellites by early 2027 with Planet Labs. The Times Of India
• [New] Google will merge AI Mode, AI Overviews, and Web Guide into a single interface in early 2026. MarketingProfs
• [New] The top 4 American AI spenders alone (Google, Amazon, Meta, and Microsoft) plan to spend $420 billion on infrastructure in 2026. Technocracy News
• [New] We could see a company like Apple or Nvidia face antitrust scrutiny for app store and semiconductor monopolies. The Drum
• [New] The Emerging Threats Center is now live for licensed Google customers, and it's all about scaling up detection engineering while making threat intelligence operational. Custommapposter
• [New] Tencent plans to introduce digital tools to track carbon credit projects. Carbon Credits
• [New] For over a decade, Google has been a trendsetter worldwide in environmentally friendly development and will continue to be a leader by 2025. TheNewzAI
• [New] The AI company, which launched ChatGPT, has tremendous opportunity in the healthcare sector given that consumers are increasingly seeking medical help from AI rather than Google. MM+M - Medical Marketing and Media
• [New] Amazon plans to automate 75% of its operations using AI and robots, potentially saving $4 billion a year and reducing the need for about 160,000 warehouse jobs by 2027. Glen Eagle

Last updated: 23 November 2025