Global Scans · GAFA et al · Weekly Summary

• [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
• [New] Amazon led its $500 million Series C-1 and pledged to buy up to 5 GW of nuclear power by 2039 to fuel data centers. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] So far, Amazon Leo has sent up 241 satellites and expects to start offering service in mid-2026; Guowang has 168 operational satellites in orbit. / China CNet
• [New] Amazon plans to send up 60,000 of its own satellites, Chinese companies nearly 60,000 more. CNet
• [New] Google aims for fully error-corrected quantum computers by 2029. allinonevibe
• [New] Amazon plans to spend approximately $200 billion in capital expenditures across Amazon in 2026, focused on AI infrastructure, custom silicon, and satellite internet. 24/7 Wall St.
• [New] The potential for multiple design launches suggests Apple views smart glasses as a substantial long-term opportunity rather than an experimental product category. BUSINESS 2.0 NEWS
• [New] Apple could reveal its smart glasses as soon as the end of 2026 or early 2027, followed by an official release sometime in 2027. Engadget
• [New] By 2026, AI will transition from an exceptional tool to the operational norm for cyber adversaries, enabling automated attacks at a massive scale, says Google Cloud Security. Mexico Business
• [New] Anthropic simultaneously signed its most significant compute commitment to date: a deal with Google and Broadcom for multiple gigawatts of next-generation TPU capacity coming online from 2027, part of its $50 B pledge to invest in American computing infrastructure. State of AI newsletter
• [New] Broadcom rose after announcing a long-term agreement with Google to develop custom AI chips and networking components, while also expanding its work with Anthropic, which could give the startup access to 3.5 gigawatts of TPU-based compute starting in 2027. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] At the 2026 National Retail Federation show, Google Cloud unveiled an agentic solution to bring shopping and customer service together on a single interface that will be used by businesses including Kroger, Lowe's, and Woolworths. InternetRetailing
• [New] Amazon, Alphabet, Microsoft, Meta, and Oracle are collectively forecast to exceed $600 billion in capital expenditure in 2026 - a 36% increase over 2025. CloudZero
• [New] North Korean information technology workers will continue to expand globally to bypass law enforcement pressure and generate direct economic gains through network access abuse, Google Cloud reports. Mexico Business
• [New] Google researchers published findings indicating that quantum computers may be able to break elliptic-curve cryptography keys faster than previously projected, prompting an urgent call for organizations to adopt post-quantum cryptographic standards. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Recent breakthroughs, most notably from Google Quantum AI, have significantly reduced the quantum resources required to break modern cryptography, compressing expected timelines for real-world risk. AppViewX

Last updated: 19 April 2026