Global Scans · GAFA et al · Weekly Summary

• [New] Apple: While the Vision Pro is getting performance updates, reports suggest Apple is shifting strategy to develop lighter, AI/AR glasses suitable for everyday wear, possibly launching in 2026 or 2027 [2]. Shenzhen MSHILOR Technology Co.,Ltd
• [New] As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• [New] With leading manufacturers such as Lenovo and Apple committing to a greater proportion of AI PC sales, IDTechEx expects the majority of new PC sales to be AI PCs by the early 2030s. Idtechex
• [New] Apple Inc. enters the mid-2020s not just as a hardware company, but as an indispensable AI ecosystem provider. The Chronicle-Journal
• [New] Health Tech: Further integration of non-invasive glucose monitoring or advanced sleep apnea detection in Apple Watch could unlock massive healthcare revenue. The Chronicle-Journal
• [New] Supply Chain Diversification: Apple continues to shift production away from China toward India and Vietnam to mitigate geopolitical risks. The Chronicle-Journal
• [New] Signals from hyperscalers (Meta, Microsoft, Alphabet, Amazon, etc.) will indicate multi-year capital expenditure (capex) commitments to GPU clusters versus any pivot to custom application-specific integrated circuits or internal accelerators. IG
• [New] Alphabet is expected to spend between $175 billion and $185 billion, Amazon plans to spend $200 billion, and Meta gave guidance for $115 billion to $135 billion. Nasdaq
• [New] Hyperscalers such as Amazon and Alphabet have signaled that their 2026 capital expenditures will exceed $650 billion. FinancialContent
• [New] Google is one of a host of tech giants betting that agentic commerce will hit the big time in 2026, rolling out its Universal Commerce Protocol last month to standardise how businesses connect with AI agents across the shopping journey. FinExtra
• [New] The five hyperscalers of the industry, Microsoft, Meta, Alphabet, Amazon and Oracle are projected to spend more than US$ 650 billion in 2026. Fixed Income News Australia
• [New] Amazon Kuiper, AST SpaceMobile, and SpaceX's Starlink constellations will drive down costs, presenting a real challenge to traditional GEO models. Satellite Evolution
• [New] The e-commerce and cloud giant said it expects to invest roughly $200 billion in AI, chips, robotics and low-Earth-orbit satellites, with most of the capital flowing into Amazon Web Services. TradingView
• [New] Amazon plans to add datacenter capacity as fast as we can to meet the demand from customers to place their workloads on AWS and train their data for the AI era. The Register
• [New] Google is aiming to pump $180 billion into building and equipping datacenters, while Meta expects capex in the range of $115 billion to $135 billion, and Microsoft is running at a pace that implies $120 billion a year in spending. The Register
• [New] Amazon Leo is expected to begin its commercial rollout in 2026, targeting business and government sectors and aiming to leverage AWS ecosystem integrations to differentiate itself. Verdict
• [New] Capital expenditures for Big Tech are expected to reach some $600 billion in 2026, with Amazon alone planning to spend $200 billion. Business Insider
• [New] Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year. Fortune
• [New] Amazon is expanding its Leo satellite network, with 180 satellites launched to date and plans for more than 20 launches in 2026 to facilitate a commercial rollout of its low-earth orbit internet service later in 2026. Thought Canvas
• [New] Alphabet, Amazon, and Apple continue to demonstrate immense financial power, but the doubling of capital expenditure targets suggests that the next phase of the digital revolution will be significantly more resource-intensive. Thought Canvas
• [New] Amazon has announced a projected $200 billion capital expenditure plan for 2026, aiming to capitalize on seminal opportunities in artificial intelligence, custom silicon, and its Amazon Leo satellite network. Fiduciary Tech
• [New] Expect a multi-phase release of Apple's new AI features in 2026, with the potential for new / upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. 24/7 Wall St.

Last updated: 22 February 2026