Global Scans · GAFA et al · Weekly Summary

• [New] Meta plans to use Muse Spark more broadly across Meta AI, WhatsApp, Instagram, Facebook, and smart glasses, making the release both an enterprise API initiative and an upgrade to consumer-facing products. MarketingProfs
• [New] Going forward, ULA will use its next-generation Vulcan rocket to support Amazon Leo's years-long deployment schedule. Cosmic Log
• [New] The biggest threat from OpenAI, Anthropic, and Google is not that they instantly replace Office, but that their agents could own the user relationship above Microsoft's applications. WindowsForum
• [New] Amazon used its yacht at Cannes to launch Fire TV Creator Hub, a new section of the Fire TV interface that surfaces YouTube and TikTok video and podcasts, built around 120-plus creators at launch and a target of 500 by 2027. Forbes
• [New] Google has reportedly limited Meta's access to its Gemini AI models after demand for computing capacity exceeded what Google could provide, highlighting growing infrastructure constraints across the AI sector. FTI Strategic Communications
• [New] Amazon plans capital expenditure of $200 billion in 2026, largely to provide capacity for AI in its AWS datacenters, an increase of 50% on a year earlier. theregister
• [New] Anthropic plans to expand access through its Glasswing program while collaborating with Amazon, Google, Microsoft, and other partners on shared standards for identifying and addressing jailbreak techniques. MarketingProfs
• [New] The iPhone Ultra's 5,400-5,800 mAh battery will be the largest Apple has ever put in an iPhone, edging out the iPhone 17 Pro Max's ~5,088 mAh battery. Back Market
• [New] Starlink continues to add satellites at a cadence that Amazon will not match in 2026 - SpaceX is launching multiple Starlink missions per week, with the v3 generation now flying and direct-to-cell capacity expanding. KeepTrack
• [New] The five largest hyperscalers, Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to spend a combined $660 billion to $690 billion on capital expenditure in 2026, nearly tripling from approximately $256 billion in 2024. Supply Chain Management Review
• [New] Amazon Leo is the Amazon's broadband megaconstellation in LEO, which will eventually consist of about 3,200 satellites. Space
• [New] Google is dropping clues that the One UI 9.5 update may finally bring the App Lock feature to Samsung phones in 2027. Sammy Fans
• [New] Microsoft Defender for Cloud now extends database threat protection to open-source relational databases on Amazon Web Services (AWS) Relational Database Service. Microsoft Security Blog
• [New] Apple plans to launch its first touchscreen MacBook Pro later this year, utilizing On-Cell touch technology. tradingkey.com
• [New] Apple confirmed that tvOS 27 will introduce a systemwide text size setting, allowing users to enlarge text across the entire Apple TV interface for the first time. Access Information News
• [New] Key customers like Microsoft, Amazon, and Google are rapidly advancing their own AI accelerators, escalating the risk to NVDA's data center GPU dominance. Seeking Alpha
• [New] Google DeepMind published an AI Control Roadmap for securing advanced AI agents used inside Google, noting that AI agents could create $2.9 trillion in U.S. economic value by 2030. Agentic AI Weekly
• [New] With the addition of 1,000-member ensembles, Google and NOAA are experimenting with incorporating them in wind speed probability forecasts that currently use a 1,000-member Monte Carlo-based model to simulate storm scenarios. WPLG
• [New] The Google deal adds $920 million per month for about 110,000 GPUs through 2029. 24/7 Wall St.

Last updated: 12 July 2026