Global Scans · GAFA et al · Weekly Summary

• [New] Amazon + Talen Energy Amazon signed a Power Purchase Agreement (PPA) with Talen Energy for 1,920 MW of nuclear energy to run data centers in Pennsylvania through 2042. Cognitive Energy LLC
• [New] Lloyd's Register has joined a coalition of major energy users, including Amazon, Google, Meta and Dow, pledging to triple global nuclear capacity by 2050. SAFETY4SEA
• [New] Google has agreed to purchase power from a planned fusion power plant in the 2030s in only the second electricity offtake deal to be signed in the nascent fusion energy sector. no2nuclearpower
• [New] Amazon's investment in the UK creates a diverse, nationwide supply chain, opening up greater opportunities around the UK and helping more communities. Bizclik Media Ltd
• [New] Google has agreed to purchase power from a planned nuclear fusion plant in the 2030s as it seeks to lock in the massive electricity supplies needed for the boom in data centers and artificial intelligence. The Independent Global Nuclear News Agency
• [New] Google, Meta, and Amazon have pledged to support a global effort to triple nuclear capacity by 2050, calling for the accelerated deployment of reactors across the energy sector. TechRepublic
• [New] In the third quarter of 2027, Apple plans to release what Kuo calls Vision Air - a substantially lighter headset that will run on the latest flagship iPhone processor. UNN
• [New] On Monday, Amazon announced a new generative AI model that will make its robots more efficient. PCMAG
• [New] Whether you are a tech enthusiast or someone curious about the future of smart wearables, Apple Glasses could mark a pivotal moment in the evolution of wearable technology. Geeky gadgets
• [New] As the late 2026 release date approaches, the anticipation surrounding Apple Glasses reflects the growing interest in wearable AR devices. Geeky gadgets
• [New] In May, Google announced it will partner with Elementl Power on three advanced nuclear energy projects slated to produce 600 MW of power each; both Amazon and Microsoft have also proposed partnership projects to build new or restart existing nuclear facilities. Guidehouse
• [New] Mass production of the Apple smart glasses is slated to begin in 2 Q 2027, with 3-5 million units projected to ship in the first year. Gadgets 360
• [New] There's growing speculation that Google may release AR devices for its Pixel series as early as 2026, positioning itself as a potential third major platform after Meta and Apple. OurTime
• [New] In just one week, Amazon Prime Video will be losing several films while cycling in a fresh lineup of movies. Us Weekly
• [New] Waymo, owned by Google parent Alphabet, has a commercial fleet size of over 1,500 vehicles and expects it to grow to 3,500 by 2026. KrASIA
• [New] Amazon announced plans to invest 10 billion in North Carolina and 20 billion in Pennsylvania to bolster its AI-optimized facilities, each project expected to generate hundreds to thousands of high-skilled positions. theafrica.co.za
• [New] For Mobile Network Operators, Google, and Apple, the evolving messaging landscape presents a multifaceted opportunity for brands across SMS, RCS, and emerging Network APIs. MEF
• The digital services tax will hit companies including Amazon, Google, Meta, Uber and Airbnb with a 3% levy on revenue from Canadian users. Economic Times
• With the growing popularity of voice-activated devices like Amazon Alexa, Google Assistant, and Siri on Apple devices, voice search optimization will become a critical part of content marketing in 2025. CELEBREPORTS
• Giant companies like Amazon, Apple, Airbnb, Google, Meta and Uber will be taxed 3% on the money they make from Canadian users and customers. CBC
• Alphabet, the parent company of Google, faces a bigger competitive threat from Meta than ChatGPT, as the tech giants race to dominate the space for AI chatbot assistants and wearable hardware for consumers. Morgan Stanley Australia

Last updated: 06 July 2025