Global Scans · Google · Weekly Summary

• [New] Google and Blackstone announced an AI cloud / data-center venture in which Blackstone will initially invest $5 billion of equity, with total investment potentially reaching $25 billion including leverage. Perspective on Risk
• [New] Google plans to provide advance notifications and performance guidance to help advertisers prepare for the upcoming optimization adjustments. MarketingProfs
• [New] EXCLUSIVE Google has a security hole in a Kubernetes operator that could allow attackers to bypass Google Cloud Platform identity and access protections and gain full control over any organization's cloud environment. theregister
• [New] Google will be rolling out tools this week to help make it easier to move campaign history, settings, and data into AI Max. Ignite Visibility
• [New] If enterprises migrate to Gemini 3.5 Flash via Antigravity, Google estimates they could save upwards of $1 billion per year. TechNewsWorld
• [New] Google expects capital spending of $180 billion to $190 billion in 2026, up from $31 billion in 2022, much of it going toward its eighth-generation TPU 8 t and TPU 8 i chips for training and inference. Forbes
• [New] Alphabet holds massive potential by leveraging industry-leading AI research teams to optimize its core high-revenue ecosystems, including Google Search, YouTube, programmatic advertising, and the scaling Google Cloud platform. Analytics Insight: Top Tech & Crypto Publication | Late
• [New] Google DeepMind has agreed to enter formal talks with UK tech workers that could lead to trade union representation amid growing staff concerns about the use of its AI by the US and Israeli governments' defence and intelligence. The Guardian
• [New] The bullish outlook is supported by expectations that major technology firms, including Microsoft, Amazon, Meta, and Google, will continue increasing AI-related capital expenditures throughout the year. Finbold
• [New] More than a decade after its famed Google Glass failure, Google is going to try again with smart glasses. BBC News
• [New] Starting in 2026, Google will require all apps on certified devices to come from verified developers. Gadget Hacks
• [New] Google and Xreal are pushing into new territory with the VR-like, glasses-sized Project Aura, also expected in 2026. CNet
• [New] Google, Amazon, Microsoft and Meta alone plan to allocate $725 billion to capital expenditures in 2026 - up 77% from last year's $410 billion. Forbes
• [New] Google Search will use AI agents for online shopping, introducing a Universal Cart that works across merchants and services. BGR
• [New] Instead of returning the traditional list of blue links, Google will deliver searchers into an AI-powered interactive experience. Ignite Visibility
• [New] At the I/O Conference last week, Google announced a massive overhaul of its Search product, specifically that it will include more AI features than before. Ignite Visibility
• [New] Last week, SpaceX said it had inked a multiyear agreement with Google, through which Google will pay $920 million per month for compute to power its AI efforts. Gizmodo
• [New] Google DeepMind is funding research into the potential dangers of situations where millions of different AI agents interact with each other online. MIT Technology Review
• [New] A hybrid monetization model (ads + transactions) - similar to Google, Amazon, and Meta - that differentiates beyond search by creating or acquiring compelling content that keeps users in its ecosystem will be key. Forrester
• [New] Google will use about 110,000 Nvidia graphics processing units, as well as central processors, memory and other components housed in SpaceX's data centers. CNBC
• [New] The next 90 days will determine whether Google and Microsoft's infrastructure advantages can overcome Anthropic and OpenAI's head starts in model capability and developer loyalty. Unrot

Last updated: 28 June 2026