Global Scans · Google · Weekly Summary

• [New] Amazon, Google, Microsoft, Meta and Oracle are projected to spend $750 billion in 2026 on data centers, chips and other A.I. infrastructure, up from roughly $400 billion last year. / USA The New York Times
• [New] Google Cloud's AI backlog has now grown to $514 billion, and it could convert > 50% over the next 24 months. Seeking Alpha
• [New] Google raised 2026 capex guidance to $195 to 205 billion, OpenAI lifted its 2030 cloud spending estimate to $700 billion, and AMD signed a multibillion-dollar chip and investment deal with Anthropic. investing.com
• [New] Google pointed to its agreement with Shell to support grid stability and add clean power to the UK grid, claiming its UK operations are projected to run at or near 95% carbon-free energy in 2026. theregister
• [New] The chip, internally called Frozen v2, is targeted for 2028 and could be 6-10 x more efficient than current Google AI chips, measured in tokens generated per watt. The Brief - Superculture
• [New] Google Cloud holds the strongest AI model story through Gemini and Vertex AI, but the weakest position on disclosed local investment, an open question heading into 2027. Tech Insider
• [New] As search continues to evolve, healthcare organizations that become trusted sources for both Google and AI platforms will have a clear advantage. Codeless
• [New] Just four large tech companies - Google parent Alphabet, Amazon, Meta Platforms, and Microsoft - are expected to invest $720 billion in 2026, mostly on data centers. ABC News
• [New] Intel has secured an order for 3 million tensor processing units from Google through 2028. Bittime
• [New] Google is dropping clues that the One UI 9.5 update may finally bring the App Lock feature to Samsung phones in 2027. Sammy Fans
• [New] In 2026, Google and Anthropic will purchase AI compute from SpaceX. note
• [New] Google is investing tens of billions and backstopping Anthropic's direct data-center leases (~ > 1 GW across 12+ preliminary US sites, mostly AFTER 2027 capacity). NextBigFuture.com
• [New] At Google I/O 2026, Google announced it is strengthening Search's AI Mode and will progressively roll out search agents that gather information on your behalf when you simply ask.
• [New] Rival AI assistants will gain access to Android features that enable functions such as voice activation and task completion, while AI search competitors will receive access to anonymized Google Search data under defined pricing and security rules. MarketingProfs
• [New] The European Commission issued detailed Digital Markets Act requirements that will require Google to open key Android and search capabilities to competing AI providers and search engines. MarketingProfs
• [New] Google will be required to give third-party AI providers extensive access to Android-powered devices, including allowing them to be voice-activated in place of Gemini, and to take actions in apps on user's behalf. theregister
• [New] Intel Foundry offers advanced packaging alternatives with EMIB and Foveros technologies, and has secured an order from Google for 3 million TPU units by 2028. Bittime
• [New] Google continues to use links for discovery and relevance, while warning against manipulative links and inauthentic mentions. TechBullion
• [New] Google Security Operations Uses AI to detect threats, analyze security logs, and improve cloud security. sked group
• [New] As predicted by Google, 2026 will see a surge in multimodal AI, which processes text, images, audio, and video. UniAthena

Last updated: 02 August 2026