Global Scans · GAFA et al · Weekly Summary

• [New] Amazon, through AWS, expanded its long-term partnership with Pinterest via a planned $4 billion cloud services commitment through 2031, the largest infrastructure commitment in Pinterest's history. Stock Titan
• [New] Executives and researchers from OpenAI, Anthropic, Microsoft, Meta, Google DeepMind, and biotech companies signed a letter urging U.S. lawmakers to strengthen safeguards against AI-aided biological threats. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Google announced five AI data center water commitments, including a goal to become water-positive by 2030, local infrastructure investments, and greater transparency around water usage. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Hyperscalers including Alphabet, Microsoft, Amazon and Meta are projected to spend hundreds of billions of dollars on data centers and AI infrastructure over the coming years. Carnegie Investment Counsel
• [New] Android is getting a major overhaul, with Google recently announcing sweeping changes that will end anonymous app distribution starting in 2026 while simultaneously creating streamlined pathways for legitimate alternative app stores. Gadget Hacks
• [New] If enterprises migrate to Gemini 3.5 Flash via Antigravity, Google estimates they could save upwards of $1 billion per year. TechNewsWorld
• [New] Collectively, Amazon, Alphabet, Microsoft, and Meta are projected to spend $700 billion on infrastructure in 2026. AAF
• [New] AI agents will dominate internet searches, commerce and activity by 2035, disrupting the core business models of Google, Amazon and Facebook. CoinDesk
• [New] Google, Amazon and Facebook are terrified because AI agents will not behave like humans when confronted with ads. CoinDesk
• [New] Hermes 2 will be a commercial demonstration of the Kairos Power technology and is Kairos Power's first deployment under its agreement with Google to develop an advanced reactor fleet. Energy.gov
• [New] XREAL and Google launched the Android XR Developer Catalyst Program at I/O, giving select developers early access to Project Aura hardware, the Android XR SDK, and new spatial APIs. Reality Atlas
• [New] Google confirmed at I/O 2026 that Gemini Spark (the 24/7 personal AI agent) will have MCP support for third-party apps within the next few weeks, enabling it to work inside Canva, Instacart, OpenTable, and other third-party services autonomously. Build Fast with AI
• [New] Google confirmed that its intelligent eyewear will be compatible with both Android and iOS devices, making them cross-platform from launch. Memeburn
• [New] Google has announced its plans to complete its PQC migrations by 2029, six years ahead of the federal government's 2035 target. Technology Solutions That Drive Government
• [New] Google, a tech firm, hopes to test satellites of its own in 2027. Hindustan Times
• [New] Asia's middle class will reach 3.5 billion people by 2030 many of whom are first-time fitness equipment buyers and Google Trends data consistently shows rising search volume for home fitness equipment terms across India, Vietnam, Indonesia, and the Philippines. Persistence Market Research
• [New] Amazon has plans to invest more than US$ 33 billion across Southeast Asia through 2039. Fintech Singapore
• [New] As part of several new initiatives, mobile driver's licenses will now be available at many U.S. airports for domestic flights through a joint initiative between Google Wallet, the TSA, and some state DMVs, marking Google's first major mass rollout of mobile driver's licenses. geniusee
• [New] Although Alphabet shares rose, Meta shares tumbled, a sign of investor concerns about the Facebook-parent's massive AI spending without a clear new revenue opportunity or cloud computing business. CNBC

Last updated: 07 June 2026