Global Scans · GAFA et al · Weekly Summary

• [New] Google has signed a strategic partnership with company Commonwealth Fusion Systems, which is racing to build a donut-shaped machine called a tokamak that could eventually generate 10 million times the energy of coal or natural gas, all without greenhouse gas emissions. CNN
• [New] Google Cloud's 2026 Forecast warns we may witness the first major AI-driven breach as adversaries automate exploit development outpacing traditional defences. Saptang Labs
• [New] Amazon Leo is promising to maintain Globalstar's constellation for Apple while deploying its own D2D satellite constellation by 2028. Ookla
• [New] Google's expansion of Gemini into Google Classroom, which is already in beta in several US districts and could fundamentally change how teachers set and assess homework. Tech Dads Life
• [New] Expect to see dedicated student mode AI assistants built into devices from Samsung, Lenovo, and Apple, with parental dashboards that let you see how AI tools are being used. Tech Dads Life
• [New] Leaders could be more willing to increase their Google Cloud spend in the knowledge that they can still protect assets in other cloud environments, which would allow Google to undermine the USPs of competitors such as AWS and Microsoft Azure. IT Pro
• [New] If Google Cloud can demonstrate that TPUs are the best choice for low-cost deployment of AI agents - and potentially low-effort, through platforms like Vertex AI Agent Builder - it will win hefty business investment. IT Pro
• [New] Google Cloud has a unique opportunity here to explain why it's the best vendor for a truly AI-native cloud, and how its agents can deliver better performance at a lower cost than its competitors. IT Pro
• [New] Google Threat Intelligence enhances threat awareness, helping Atos SOC experts respond to threats in real time through AI-powered orchestration and automation. Shaping the future together
• [New] Google Threat Intelligence is fully embedded within Atos' global Security Operations that combine 24/7 nearshore and offshore centers worldwide, staying ahead of modern threats. Shaping the future together
• [New] By integrating Google Threat Intelligence across its 17 security operation centers (SOCs), its Threat Research Center and intelligence-led services, Atos gives customers actionable, AI-assisted insight at Google scale, accelerating detection and response and reducing false positives. Shaping the future together
• [New] Prediction 4: Apple will increase its AI capital expenditure to $25+ billion by fiscal 2027. Tech Insider
• [New] With Gemini handling the core AI workload and Apple planning its own Extensions marketplace, the rationale for maintaining a separate ChatGPT pipeline will diminish. Tech Insider
• [New] EU Digital Markets Act compliance: Apple has been forced to allow third-party app stores and alternative payment systems in Europe, threatening the 15-30% App Store commission that fuels Services revenue. SWOTPal
• [New] Apple (AAPL) is migrating to internally developed modem silicon, and the consensus estimate is that Qualcomm's share of the iPhone 18 modem socket will drop to around 20% - implying a $7 billion to $8 billion annualized revenue hole that needs to be plugged with growth from other verticals. investing.com
• [New] Microsoft's Azure and Google Cloud are both scaling aggressively, and with AWS, the three are collectively expected to spend close to USD$ 600 billion on AI infrastructure in 2026 alone. eToro
• [New] Amazon is increasingly positioning its chip business as more than just internal, and one that could rival the world's biggest, Nvidia. eToro
• [New] Amazon Leo Monetization: Analysts project that the satellite business could add $20 billion in annual revenue by 2030, with high margins similar to AWS. The Chronicle-Journal
• [New] Apple is reportedly testing four distinct designs for smart glasses planned for 2027 launch, with potential unveiling in late 2026. BUSINESS 2.0 NEWS
• [New] Amazon plans $200 billion in capex in 2026 spending, primarily on AI infrastructure. 24/7 Wall St.
• [New] Alphabet, Amazon, Meta, and Microsoft are projected to spend a combined $650 billion on AI infrastructure in 2026 alone. Vucense

Last updated: 26 April 2026