Global Scans · GAFA et al · Weekly Summary

• [New] Google launched CodeMender, an AI-powered agent that detects, patches, and rewrites software to eliminate security vulnerabilities before they cause harm. Vavoza
• [New] Google's AI Challenge for Chrome and the Inherent Security Risks Google is encouraging developers to build new Chrome extensions using its multimodal AI APIs through its Built-in AI Challenge. Medium
• [New] Apple is expected to launch new 11-inch and 13-inch iPad Pro models with the M5 chip, bringing around 36% better graphics performance than the M4 version. TechCabal
• [New] Google previewed a $99 Gemini-powered Home speaker set for spring 2026 and announced continued support for older Nest devices. WireUnwired Research
• [New] Google has launched Gmail Data Protection Insights, giving Workspace admins daily visibility into email data risks, without user disruption. Dr Logic - IT Support for Business
• [New] Apple is pushing back against the EU's Digital Markets Act, warning it threatens innovation and user experience. Dr Logic - IT Support for Business
• [New] Voice-Enabled AI Assistants - Chatbots will integrate with Alexa, Siri & Google Assistant. Appsredx
• [New] The Apple TV is rumored to receive a major upgrade with the inclusion of the A17 Pro chip, which could redefine its capabilities in gaming and artificial intelligence. Geeky gadgets
• [New] Hyperscalers such as Google (Alphabet), Amazon, and Microsoft are making massive capital investments, projected to exceed $300 billion collectively in 2025, primarily for AI infrastructure. FinancialContent
• [New] Google has announced a US$9bn expansion of its cloud and AI infrastructure in Virginia, planned through 2026, which includes constructing a new data center in Chesterfield County. Bizclik Media Ltd
• [New] In 2025, Amazon, Google, Meta, and Microsoft will invest more than $400 billion in capital spending, much of it in data center capacity to support AI. ytd2525
• [New] Amazon Business will surpass a gross merchandise volume of $83.1 billion. Shopify
• [New] Apple is expected to introduce its next-generation M5 chip and new ecosystem upgrades, including Wi-Fi 7 and Ultra Wideband 2.0, later in 2025 or in early 2026. TechCabal
• [New] Apple's strategy of deeper discounting on older iPhones in China, plus a rumored budget iPhone SE 2025, and new AI features (Apple Intelligence), could let it overtake Samsung. Bez Kabli
• [New] Meta, Tesla, Amazon, and Google will have invested $560 billion in AI infrastructure over the last two years, but have brought in $35 billion in AI-related revenue combined. Fortune
• [New] Google confirmed ChromeOS will merge with Android's foundation in 2026, enabling seamless integration across devices. MarketingProfs

Last updated: 12 October 2025