Global Scans · GAFA et al · Weekly Summary

• US companies, including Apple, are diversifying supply chains and expanding into India, with over 25% of iPhones expected to be made in India soon. Vajiram & Ravi
• Aggregate traffic to hundreds of news sites from Google search remains stable for now but publishers fear the extension of AI-generated summaries to important news stories. Reuters Institute for the Study of Journalism
• Companies, led by Amazon, Microsoft, Google and Meta, will invest $1 trillion in data center AI upgrades in the next four years. Forbes
• The integration of AI capabilities across Apple's services could lead to more personalized and valuable offerings for users, potentially driving higher engagement and subscription rates. investing.com
• The anticipated rollout of Apple Intelligence in iOS 18.4 is expected to create a compelling reason for users to upgrade their devices. investing.com
• Companies like Roku and Amazon have expanded their publisher partnerships, offering new monetization opportunities for content creators. AdMonsters
• Companies like Apple, Bing, and Google are expected to release advanced Large Language Models to improve search functionalities, making it one of the most important marketing trends and top marketing trends. Search Scientists
• In 2025, Google will continue to build user-friendly products across Performance Max, Demand Gen, and Search - all powered by AI to help advertisers spark new creative possibilities and achieve better results while prioritizing user privacy. DMNews
• While AI overviews may divert some search queries, especially as the year progresses, platforms like Google News and Google Discover will remain vital in directing top-of-funnel traffic to media sites. Twenty-First Digital
• Other companies, like Amazon or DoorDash, could potentially acquire Uber to expand their presence in the transportation and logistics markets. Recall
• Unlike many companies that struggle with rapid changes, several brands have effectively adapted their SEO strategies to align with Google's expected changes and shifting consumer behaviours. TechnoKeen
• Adoption by major tech companies (like Apple and Google) and payment networks (Visa, Mastercard) will redefine the payments economy. Funds Society
• A ChatGPT query needs nearly 10 times as much electricity to process as a Google search and data center power consumption is on pace to grow 160% by 2030. AI Business
• Integration with Google Assistant: Given that Google Assistant is compatible with Wear OS, users could interact vocally with their YouTube Music Tiles. UMA Technology
• The launch of Apple's MR headset is expected to invigorate the broader Extended Reality (XR) ecosystem, which encompasses VR, AR, and MR. UMA Technology
• Apple's MR headset could revolutionize surgical training through realistic simulations or assist doctors during actual procedures by overlaying critical information relevant to patient care. UMA Technology
• In 2025, streaming platforms like Netflix, Disney +, Apple TV +, and Amazon Prime Video will continue to lead the charge in entertainment content delivery. T.H.E - Music Essentials
• Google's Gemini 2.0: Google DeepMind will enhance Gemini with new features and capabilities, particularly in the areas of multimodal AI and real-time language translation, making it a versatile tool for various industries. Champaign Magazine
• Companies, including Google, Apple, and Meta (which owns WhatsApp), have launched a series of features to make their apps and smartphones more resistant to online threats. The Indian Express
• Online travel demand will splinter further, especially in Google as AI Overviews affect more search traffic and as Google's Gemini, OpenAI's ChatGPT and other LLM leaders unveil deeper travel integrations in their chat environments and begin rolling out highly capable autonomous agents. PhocusWire
• With recent AI tools like Google's NotebookLM making it so much easier to generate audio content, there is going to be an impetus for marketers to use AI to create podcasts. Marketing-Interactive

Last updated: 12 January 2025