Global Scans · Google · Weekly Summary

• [New] As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• [New] High AI adoption and optimism among students and teachers suggest readiness for change, but OECD and Google data also warn of a potential concentration of benefits among already advantaged groups. / Mexico Mexico Business
• [New] If successful, the ReOrbit and Google Cloud collaboration could demonstrate how orbital infrastructure can evolve into flexible, software driven platforms that mirror the modularity and scalability of data centers, but operate in the harsh environment of space. Space Daily
• [New] Google is disrupting malicious campaigns by disabling accounts, hardening models and classifiers, and notes that attackers heavily depend on stolen API keys for commercial AI services, while no breakthrough capabilities by advanced threat actors have yet fundamentally changed the threat landscape. NeuralBuddies
• [New] Most publishers who responded to a Reuters Institute survey said they expected to put less effort into traditional Google search in 2026. Press Gazette
• [New] Google, which is working in collaboration with Samsung on Android XR software, is eyeing its own separate hardware, and plans to release its first pair of smart glasses since 2013's Google Glass in 2026 - an audio-only pair of specs similar to the Ray-Ban Meta AI glasses. Gizmodo
• [New] Google and Amazon reported much larger-than-expected 2026 capital expenditure budgets, reinforcing existing fears that data center and infrastructure compute expenditures will not provide sufficient returns to shareholders. the wolf of wall street (lower case)
• [New] Google is one of a host of tech giants betting that agentic commerce will hit the big time in 2026, rolling out its Universal Commerce Protocol last month to standardise how businesses connect with AI agents across the shopping journey. FinExtra
• [New] The camera system will utilise the computational photography experience of Google along with AI-enabled features that traditionally have been expensive enough to be out of reach of the Pixel A-series range. PCQ
• [New] Google continued, we anticipate threat actors will increasingly adopt agentic systems to streamline and scale attacks by automating steps across the attack lifecycle. ZDNet
• [New] Partnerships between US and European companies - Google with Thales in France, Google with T-Systems in Germany, and Microsoft with Orange and Capgemini in France - are an opportunity to build skills in Europe to promote further investment and capacity. The Register
• [New] Google (which has a significant ownership stake in SpaceX) has announced a space AI effort called Project Suncatcher, which will launch prototype vehicles in 2027. TechCrunch
• [New] Google DeepMind has developed AlphaGenome, a system designed to predict how variants or mutations in human DNA affect a wide range of gene-regulating biological processes. Business Insider
• [New] Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year. Fortune
• [New] The TPU has allowed Google to catch up to its competition in generative AI throughout 2025, and could be the reason why it leads in 2026. Yahoo Finance
• [New] Google is aiming to pump $180 billion into building and equipping datacenters, while Meta expects capex in the range of $115 billion to $135 billion, and Microsoft is running at a pace that implies $120 billion a year in spending. The Register
• [New] Consumers increasingly expect kitchen appliances to integrate with voice assistants, mobile apps, and home automation systems such as Apple HomeKit, Google Home, and Amazon Alexa. Market Data Forecast
• [New] Google has pledged to reduce its emissions by a staggering 1 gigaton per year by 2030, underscoring the seriousness with which major players are embracing clean energy. Grand Pinnacle Tribune
• [New] Tech giants like Anthropic, OpenAI and Google are locked in a race to build AI models that they hope will underpin the future workplace. CNN
• [New] The top four hyperscalers - Amazon, Microsoft MSFT-Q, Alphabet's Google GOOGL-Q and Meta META-Q - are expected to collectively spend more than $630 billion in 2026. The Globe and Mail
• [New] SpaceX will be competing in that realm with Google, which is working on a research project called Project Suncatcher that would equip solar-powered satellites with AI computer chips, with a prototype that could launch as soon as 2027. Fortune

Last updated: 22 February 2026