Global Scans · GAFA et al · Weekly Summary

• [New] Mass adoption of Worldcoin's identity system, regulatory approval in major markets, and successful partnerships with companies like Microsoft or Google could propel WLD toward $10. CryptoRank
• [New] Projects in environmentally sensitive areas, such as roads and other large-scale works in the Amazon, could be carried out quickly and without environmental safeguards, increasing Brazil's greenhouse gas emissions, in direct contradiction with the COP 30 agenda. Instituto Socioambiental - ISA
• [New] Capital investment from the five primary hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle is expected to increase 62% in 2025 and another 32% in 2026 based on recent consensus estimates, putting mid-teens earnings growth next year within reach if everything goes right. Hackman Financial Group
• [New] The dark pattern avoidance checklist matters more than ever - regulators just hit Amazon with a $2.5 billion settlement for manipulative design, and the California Privacy Protection Agency explicitly warns that dark patterns are about effect, not intent. Secure Privacy
• [New] Google and NextEra signed a 25-year PPA to finance the restart of a 615 MW Iowa nuclear plant by 2029 (Axios). New Energy Industrial Strategy (NEIS) Newsletter
• [New] Alphabet Inc.'s Google plans to invest $40 billion in three new Texas data centers. Last Week in ConTech
• [New] The anticipated slowdown in venture capital inflow could lead to increased consolidation in the industry, where giants like Google and Microsoft might absorb smaller, underperforming competitors. OpenTools
• [New] The Google-owned robotaxi company is betting big on nationwide rollout while tackling its toughest challenge yet: winter driving conditions that could make or break autonomous vehicle adoption. The Tech Buzz
• [New] Google aims for its AI model to help drivers plan smarter, wait less, and experience less range anxiety, making the transition to electric vehicles smoother and more predictable. ElectricDrives
• [New] Companies like Google and IBM are already implementing post-quantum cryptographic algorithms in their cloud services, recognizing that today's encrypted data could be vulnerable to future quantum computing attacks. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] The cloud spending plan implies Nvidia will rent several hundred thousand of its own graphics processing units from cloud providers like Amazon and Google that purchase them. Sophic Capital
• [New] Key collaboration opportunities include access to the UK's blanket and fuel cycle R&D facilities, joint AI-enabled science partnerships with companies like AMD, Microsoft, and Google DeepMind, and a coordinated approach to codes and standards. The Fusion Report: The Business of Fusion Energy
• [New] Google already has numerous partnerships with vehicle manufacturers and other autonomous tech companies; it will likely want to sell the Waymo driving tech to others and let them do the dirty work of operating a robotaxi service. Sherwood News
• [New] As emphasized by Google Cloud, robust disaster recovery planning is crucial for businesses, particularly in cloud environments prone to outages and disruptions. Smart.DHgate - Trusted Buying Guides for Global Shopper
• [New] By analyzing real-time data and historical usage patterns, Google Maps can now provide users with insights into whether a charging station will be free or occupied upon arrival, helping drivers make smarter decisions about where and when to recharge. Tech AI Magazine - The World's Leading AI Magazine
• [New] Google and other AI firms are investing billions in building out new data centers to train and run AI models, sparking fears of a potential crash. Wired
• [New] Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. Wired
• [New] With AI turbo-charging demand, strong Government support and the recent announcement of £38 billion in investment by the likes of Google, Microsoft, Nvidia and Blackrock, there's little doubt that data centers represent a major opportunity for investors in and operators of UK infrastructure. Travers Smith
• [New] Amazon Web Services and OpenAI have signed a huge multi-year partnership worth $38 billion, with the possibility to grow even more until 2027 and later. Latest AI Tech News: Mid-November 2025 Updates
• [New] Google to invest US$ 40 billion in Texas for cloud and AI data center expansion by 2027 Google pledged $40 billion for Texas data centers through 2027, erecting campuses in Armstrong and Haskell counties to double cloud capacity amid 25% annual AI demand surge. GeopoliticsUnplugged Substack

Last updated: 30 November 2025