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Global Scans · GAFA et al · Weekly Summary

  • [New] Users will rely on image-based, voice-driven, and AI-powered queries across online platforms like Google, TikTok, and YouTube. MailChimp
  • [New] According to CNN, Google, Microsoft, and xAI will give federal officials access to unreleased AI models for cybersecurity screening, a sign that concerns about next-generation systems are rising quickly. The Cool Down
  • [New] Microsoft, Google, and xAI have agreed to provide the US government with early access to advanced AI models for national security testing and risk evaluation. MarketingProfs
  • [New] Apple reportedly plans to let users choose third-party AI models across iOS. MarketingProfs
  • [New] Importance for marketers: Meta's push into agentic AI could significantly reshape ecommerce, social commerce, digital assistants, and consumer discovery inside Instagram, Facebook, and future AI-integrated products. MarketingProfs
  • [New] Google has shut down Project Mariner, its experimental AI browser agent that could perform web tasks such as booking hotels or organizing email. Tech Startups - Tech News, Tech Trends & Startup Fundin
  • [New] Amazon Web Services grew 28% in Q1 2026, Azure grew 40%, and the largest cloud and platform companies plus Meta are expected to spend well $600 billion in 2026 to expand AI capacity. Mean CEO's BLOG
  • [New] Google now interprets intent through broader signals such as query context, user behaviour patterns, device, location, previous interactions, and machine-predicted conversion likelihood. Mean CEO's BLOG
  • [New] Breakthroughs in quantum physics emerge in academic circles, hinting at computational leaps that could upend encryption and the AI supremacy race dominated by OpenAI and Google. TheEye
  • [New] Based on available reporting, the Apple glasses will target a mainstream price point well below Vision Pro, will integrate tightly with iPhone, and will include a heads-up display rather than full AR. The Gadgeteer
  • [New] We forecast iPhone growth above 20% for the year, driven by what Apple does best: high-quality hardware (camera, display, processor), new form factors, and an ever-compelling software ecosystem. Morningstar, Inc.
  • [New] The four largest members of the so-called Magnificent Seven - Microsoft, Alphabet, Meta, and Amazon - are expected to spend a combined $650 billion on AI infrastructure in 2026, the largest capital spending commitment in corporate history. Salesfully
  • [New] For the first time, Meta is projected to pass Google in worldwide ad revenue in 2026. Two Octobers
  • [New] The Meta family of apps will produce $100.86 billion in net digital ad revenues in the US in 2026, putting Meta ahead of Google on a net basis for the first time. eMarketer
  • [New] Google, a leader in quantum research, has publicly set 2029 as the target for quantum readiness, meaning the window to act is shorter than most realize. vmblog.com
  • [New] Amazon will keep moving more UPS and USPS 'glide down' parcels in-house while growing Amazon Shipping, widening its lead in U.S. package delivery in 2026. Logistics Management
  • [New] Places like Australia and South-East Asia, central and southern Africa, India and the Amazon rainforest will face the risk of heatwaves, drought and wildfires. New Scientist

Last updated: 10 May 2026


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