Global Scans · GAFA et al · Weekly Summary

• [New] Amazon, an early adopter of robotic automation, is expected to flatten its hiring curve over the next decade, which could have a profound impact on blue-collar jobs and influence the likes of Walmart and UPS to follow a similar model. CMC Markets
• [New] NVIDIA's current valuations appear reasonable given the big cloud providers like Microsoft, Alphabet, Meta, and Amazon are gearing up more investments in their AI infra, with hyperscaler AI capex projected to rise from $650 billion in 2026 to $1 trillion in 2027. tradingkey.com
• [New] WhatsApp now warns users about suspicious device-linking requests, the tactic behind account-takeover scams, after Meta took down 10.9 million scam-center accounts across Facebook and Instagram last year. SQ Magazine
• [New] As predicted by Google, 2026 will see a surge in multimodal AI, which processes text, images, audio, and video. UniAthena
• [New] Amazon plans to use New Glenn for 12 Project Kuiper satellite launches, with options for 15 more. Yahoo! Finance
• [New] Google is setting its own post-quantum migration timeline to 2029, explicitly citing progress in quantum hardware, error correction and factoring resource estimates. Decent Cybersecurity
• [New] Companies including G42, Core42, Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and xAI will gain easier access, reflecting the UAE's growing role as a regional AI hub and strategic US technology partner. More News From NowHere
• [New] 28% of Google searches in India are already voice-based, with projections reaching 45% by 2028. JK Tech Hub
• [New] AI will become deeply integrated across Facebook, Instagram, WhatsApp, and future immersive computing experiences. CnetLabs
• [New] The Bank of England has been handed powers to regulate important tech firms including Amazon and Google from next week, amid fears that system failures could threaten financial stability and harm consumers. The Guardian
• [New] The proliferation of well-funded, content-rich streaming services from major media companies (e.g., Disney +, Max, Amazon Prime Video, Apple TV +) poses a clear emerging threat. Trefis
• [New] China plans to let its top AI firms buy Nvidia H200 chips Alibaba, ByteDance, and DeepSeek are set to get permission. MIT Technology Review
• [New] Apple is betting that tight integration with its ecosystem, combined with a privacy-focused approach, will make Siri a practical AI interface for everyday computing tasks. Campus Technology
• [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

Last updated: 19 July 2026