Global Scans · GAFA et al · Weekly Summary

• [New] Reported by Reuters, Google will invest $6 billion to develop a 1-gigawatt data center in Visakhapatnam, Andhra Pradesh. PracticeMock
• [New] Amazon plans to launch 3,236 LEO satellites (a similar size to Starlink's first shell) to provide global internet. Bez Kabli
• [New] Amazon aims to start beta testing Kuiper service by late 2025 or early 2026 ts2. Bez Kabli
• [New] Meta will pay $10 billion over six years to use Google Cloud to power AI tools. FinExtra
• [New] The deal, reportedly valued at $10 billion, will see Meta tapping Google Cloud's infrastructure for its AI workloads and related services. investing.com
• [New] Apple is widely expected to adopt the 2-nanometer process for the A20 chip, which will likely be used across next year's iPhone 18 lineup. MacRumors Forums
• [New] Google has announced a landmark deal to power its data centers with advanced nuclear energy by 2030. Sustainable Finance Daily
• [New] Amazon India has created over 1.5 lakh seasonal work opportunities in its network of fulfilment centers, sort centers, and last-mile delivery stations. PTI
• [New] Google is emphasizing software intelligence over specs - betting that tighter AI integration will make its ecosystem more compelling to consumers and developers. TS2 Space
• [New] Alibaba announced a new inference chip that will be manufactured in China. Semiconductor Engineering
• [New] Alibaba Cloud revenue growth accelerated to 26% with increasing AI-related revenue contribution, while the strategic combination of Alibaba's China consumer businesses unlocked new growth potential. Alizila
• [New] Amazon, Microsoft, Alphabet, and Meta are projected to spend upwards of $400 billion combined on AI capital expenditures in 2025 alone. TradingView
• [New] The Apple Watch Ultra 3 will reportedly be the first Apple Watch with stand-alone satellite connectivity. Fortune
• [New] Google is offering a free one-year subscription to its AI Pro plan to anyone who buys the more expensive Pixel 10 Pro or Pixel 10 Pro XL models in hopes of hooking more people on the Gemini toolkit it has assembled to compete against OpenAI's ChatGPT. WTOP News
• [New] Google Cloud said its Malaysia cloud region is on track for early 2026, after launching new regions in Qatar and Mexico earlier in 2025. TS2 Space
• [New] Google will still generate enormous query volume, but much of it may come from users asking Google's own AI for answers, blurring the line between traditional and AI search. TTMS
• [New] Google is releasing its own line of chargers and accessories called Pixel Snap, and said its Pixel 10 Pro XL will work with the new 25-watt Qi2 charging standard for faster wireless charging. The Sydney Morning Herald
• The 50-gigawatt small modular nuclear power plant will be built in Oak Ridge, Tennessee, under a long-term power purchase agreement with utility Tennessee Valley Authority, to deliver electricity to Google data centers locally and in the state of Alabama. Energy News, Top Headlines, Commentaries, Features & Ev
• Google, with Kairos Power, has selected Tennessee as the site of an advanced nuclear power plant that is expected to supply electricity to the Big Tech company's data centers in the U.S. southeast starting in 2030. Energy News, Top Headlines, Commentaries, Features & Ev
• Google has ordered multiple SMRs from Kairos Power, expected to come online in the 2030s, to generate around 500 MW for its data centers. Power Technology
• By offering generous discounts amounting to $1 B up to 2028, Amazon is paving the way for a more intricate collaboration with federal bodies, securing a steady revenue stream amidst public tech advancements. StocksToTrade
• Industry-specific agentic AI solutions: NTT DATA will build new industry solutions that transform analytics, decision-making and client experiences using Google Agentspace, Google's Gemini models, secure data clean rooms and modernized data platforms. Ntt Data
• By combining Google Cloud's AI with NTT DATA's implementation expertise, we will enable customers to deploy intelligent agents that modernize operations and deliver significant value for their organizations. Ntt Data

Last updated: 07 September 2025