Global Scans · GAFA et al · Weekly Summary

• [New] For companies like Amazon and Oracle, the continued expansion of cloud capacity will be the metric to watch as they compete for a slice of the $520 billion AI capex pie projected for the coming year. FinancialContent
• [New] Global temperatures rising well above 4 C by 2100 could happen if climate action collapses or if there are strong feedback loops such as the Amazon rainforest dying and releasing its enormous store of carbon. The Guardian
• [New] In the 5-year outlook, Amazon will likely solidify its position as the dominant force in e-commerce, cloud computing, and content creation. Billionaire Net Worth
• [New] If Amazon deepens its financial ties to OpenAI, it could create new strategic pressure on Microsoft (already a major OpenAI partner) and intensify the battle among the largest clouds to be the default home for AI workloads. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Consensus estimates for 2025 capital expenditures (capex) from the five hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle (ORCL) - in 2025 are expected to come in at $400 billion. Tortuga Wealth Management
• [New] High-end accelerators will remain the largest contributor to revenue growth in 2026, supported by the launch of NVIDIA's Vera Rubin and AMD's MI400 rack-scale platforms, along with the next generation of custom accelerators from Google and Amazon. Yahoo Finance
• [New] In 2025, at least one of the major tech giants like Amazon, Google, and Meta is expected to integrate cryptocurrency payments into their platforms. yellow.com
• [New] Amazon announced a plan to spend $35 billion between now and 2030 on AI-driven digitization, export growth and job creation. The Register
• [New] The big U.S. hyperscale's - Amazon, Alphabet, Meta, and Microsoft - have spent hundreds of billions of dollars on AI infrastructure in 2025 and have continued to raise their investment guidance for 2026. WTW
• [New] Under the MoU, Amazon will co-develop courses on AI, automation, and logistics, and support research in transportation, digital freight, drone operations, and sustainable mobility. / India Guidely
• [New] Amazon will expand logistics, data, and digital infrastructure, and strengthen AI-enabled marketplace and shopping features. Guidely
• [New] Amazon plans to create 1 million new jobs, contributing to a total of 3.8 million jobs generated in India. Guidely
• [New] Amazon announced an investment of USD 35 billion in India by 2030 during the Amazon Smbhav Summit in New Delhi, covering all business verticals. Guidely
• [New] If all goes well in 2026, Amazon will soon begin using New Glenn to rapidly expand the Amazon Leo constellation. Mobile Internet Resource Center
• [New] Amazon aims to have enough satellites for continuous coverage, allowing it to launch service in five countries (Canada, France, Germany, the UK, and the US) in Q1 2026. Mobile Internet Resource Center
• [New] Google plans to launch its first AI glasses in 2026 - likely competing with Meta's Ray-Ban smart glasses. DEV Community
• [New] Google expects to spend $75 billion on AI infrastructure alone in 2025. / USA Freedom Energy Logistics
• [New] Amazon announced plans to invest $35 billion in India by 2030, with stated goals including expansion of AI capabilities, boosting exports, expanding logistics infrastructure, and creating jobs. News, Events, Advertising Options
• [New] Amazon publicized a $35 billion investment plan across India through 2030 focused on expanding its AI capabilities, logistics, and exports - a companion to Microsoft's pledge that together underscores a massive technology bet on India. News, Events, Advertising Options
• [New] Companies like Nvidia, Amazon, and Microsoft, which often reinvest heavily, could find it cheaper to fund expansion and innovation. RICentral.com
• [New] Google announced plans to release audio-only AI glasses in 2026, followed by versions with in-lens displays that show navigation, translations, and contextual information. MarketingProfs
• [New] Amazon robotaxi service Zoox to start charging for rides in 2026, with 'laser focus' on transporting people, not deliveries, says cofounder. The Driverless Digest
• [New] IBM and Google quantum roadmaps suggest practical quantum advantage for financial optimization problems by 2026-2027. AI BUSINESS 2.0 NEWS

Last updated: 21 December 2025