Global Scans · GAFA et al · Weekly Summary

• [New] As companies adopt devices like the Apple Vision Pro and Meta Quest 3, spatial computing will become even more accessible. BairesDev
• [New] 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
• [New] 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
• [New] 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
• [New] 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. -
• [New] Amazon, Microsoft, Meta, and Google could spend an estimated $320 billion on capex, primarily for AI-related needs. Business Insider
• [New] Anthropic is negotiating a multi-billion-dollar cloud deal with Google and plans to use up to one million TPUs, reinforcing Google's alternative to Nvidia GPUs and reflecting rapid AI workload growth. Sophic Capital
• [New] In the short-term (2026-2027), Amazon will likely experience accelerated AWS growth, pushing past 20% due to surging demand for cloud services and generative AI workloads. FinancialContent
• [New] Google Cloud's core strengths in AI, machine learning, and data analytics, along with its open architecture, could attract specific enterprise workloads and maintain its rapid growth trajectory. FinancialContent
• [New] Google continues advancing quantum computing for machine learning, achieving verifiable quantum advantage that could revolutionize data processing and AI capabilities. Hymes Consulting
• [New] Google and Anthropic have struck a deal that will see the AI upstart gain access to up to a million of the web giant's tensor processing units and involve tens of billions of dollars. The Register
• [New] Apple is betting big on what it labels as spatial computing, expecting it to be the next big thing in technology after the current generation. Electro IQ
• [New] JetBlue has announced that it will be the first airline to make use of Amazon Kuiper for in-flight Wi-Fi starting in 2027, so we should expect the satellite network to be at least partially operational by then. HighSpeedInternet.com
• [New] The conversational Google Gemini AI will begin launching in its vehicles in 2026, followed by the new driver-assistance system, which will allow drivers to be hands-free and take their eyes off the road under certain circumstances, in 2028. CNBC
• [New] Amazon is preparing a sweeping expansion of automation across its US operations that could dramatically curb future hiring. TRT World
• [New] Google, a leading player in artificial intelligence, argues that quantum computers will be able to create unique data that can be fed into AI models and make them more powerful as a consequence. The Guardian
• [New] Capital expenditure from hyperscalers like Microsoft, Amazon, and Alphabet will signal long-term confidence in AI demand, alongside the rise of Sovereign AI initiatives by nations. Poteau Daily News
• [New] Apple has postponed plans to make a lighter and less expensive version of Vision Pro, originally targeted for 2027 release, in favor of focusing on AI-enabled smart glasses to compete with Meta, according to a Bloomberg report earlier this month, citing an internal announcement. AOL
• Anthropic has entered a multiyear, multibillion-dollar deal with Google to access up to one million Tensor Processing Units and more than one gigawatt of compute power by 2026. Tech Startups - Startups and Technology news
• Google plans to invest $15 billion over the next five years to construct a major AI infrastructure hub in southern India, diversifying the geographic footprint of critical AI resources. Medium
• Even pepper jelly shows steady growth (+37.4% YoY; +16.9% projected), led by Google, commonly paired with appetizers (+559%) and cream cheese (+129.5%). FoodNavigator-USA.com

Last updated: 02 November 2025