Global Scans · GAFA et al · Weekly Summary

• [New] Google is exploring a deeper investment in Anthropic that could push valuation north of $350 billion. Binary Verse AI
• [New] Major players like Microsoft, Google, Amazon, Meta Platforms, and Apple are collectively pouring billions into AI infrastructure, data centers, and the development of new AI models, with capital spending on AI anticipated to surpass $200 billion by 2026. FinancialContent
• [New] Amazon is battling an FTC lawsuit over alleged monopolization of online retail, which could force changes to its third-party seller policies, potentially leading to increased competition and impacting profitability in its core e-commerce segment. FinancialContent
• [New] From a product lens, the Google Finance move signals how dominant platforms will use foundation models to add stickiness: expanding time-on-platform for investors and adding premium features (advanced charting, earnings insights) that can be monetized or used to retain B2B partners. News, Events, Advertising Options
• [New] The semiconductor giant's mid-November earnings will be key for near-term price action, with its data-center business continuing to benefit from strong hyperscale demand from Microsoft, Amazon, and Google. Finbold
• [New] Google is set to establish an AI data center hub in Visakhapatnam, Andhra Pradesh, as part of its $15 billion investment plan spanning 2026 to 2030. DataCenterKnowledge
• [New] Amazon commented on the soaring demand for computing power resulting from rapid AI advancements, aiming for full capacity deployment by the end of 2026. Ticker
• [New] Companies that are heavily reliant on NVIDIA's technology, such as cloud service providers like Amazon with AWS, Microsoft with Azure, and Alphabet with Google Cloud, could see both opportunities and challenges. FinancialContent
• [New] Microsoft, Amazon, and Google could theoretically score higher than European competitors like OVH or Scaleway, despite the fact that Microsoft executives admitted under oath they cannot protect European data from US government demands. PPC Land
• [New] Outside of OpenAI, the large data center builders like Amazon are estimated to spend $550 billion on capital expenditures in 2026, which would be 24% growth from 2025. Yahoo Finance
• [New] Google, Meta, and Microsoft spent nearly $80 B last quarter on AI-related infrastructure, with capital expenditures expected to rise even further in 2026. CRE Daily
• [New] Amazon serves as the cloud provider for Anthropic, though the AI company signed a deal with Google last week that will see it use up to 1 million Google chips to power its AI software. Yahoo Finance
• [New] For the quarter, Keirstead wrote that both Google and Microsoft will post cloud growth of 32% and 39%, respectively, versus 17% growth for AWS. Yahoo Finance
• [New] AI and its impact on cloud spending will drive much of the conversation for the likes of Amazon, Google, and Microsoft as Wall Street looks for signs of continued AI-powered growth across their respective services. Yahoo Finance
• [New] Amazon Web Services continues to be the primary profit engine, with strong growth rates (e.g., 17% in Q1 2025) and significant capital investments in technology infrastructure, especially for AI opportunities. FinancialContent
• [New] The conversational Google Gemini artificial intelligence will begin rolling out in its vehicles in 2026. CNBC
• As companies adopt devices like the Apple Vision Pro and Meta Quest 3, spatial computing will become even more accessible. BairesDev
• Regulatory and public pressure on platforms like Google, Meta, and TikTok will continue to grow in 2025, driving brands to rethink their data strategies. Acoustic
• Apple expects to ship more than 10 million AR/VR products in 2027, including a Ray-Ban Meta-style smart glasses product projected for 3 million to 5 million shipments. Next Reality
• Apple has at least seven XR projects in development through 2028, signaling that the current $3,499 headset is just the beginning of Apple's ambitious roadmap. Next Reality
• Google plans to spend $1 billion on AI education and job training, offering free access to its Gemini for Education tools for U.S. high schools. -

Last updated: 09 November 2025