Magnificent 7 Weekly Briefing

November 28, 2025

Tesla faced safety lawsuits and sales plunges; Amazon committed billions to US government AI; Google denied Gmail AI training claims; and Apple fought regulators and more.

Amazon announced massive investments, committing up to $50 billion to U.S. government AI computing power and $15 billion for data centers in Indiana. Separately, Meta is reportedly in talks to use Google's chips to challenge Nvidia, and Google Cloud secured a multi-million dollar sovereign cloud deal with NATO. ¹²³⁴⁵
Google, which characterized itself as "fully awake" in the AI race, introduced its highly praised Gemini 3 model and unveiled "Aluminium OS," a new Android-based operating system for PCs. However, the company was forced to address and dismiss widespread claims that it was using Gmail data to train its Gemini AI models. ^{67891011121314}
Tesla's European sales plummeted nearly 50%, coinciding with the Model Y being ranked as the least reliable vehicle in its category by the German TÜV Report. Furthermore, the automaker was named in several new lawsuits alleging design defects caused fatal crashes and trapped occupants due to failed doors. ^{151617181920212223}
Tesla saw progress on its autonomous driving goals, including securing Robotaxi certification in Nevada and an Uber-like service permit in Arizona, but CEO Elon Musk admitted rival automakers have been unwilling to license the FSD technology. This news coincided with the resignation of two key executives following the approval of Musk's compensation package. ^{24252627282930}
Apple faced increased regulatory pressure and lawsuits globally, including an investigation by Poland's antitrust watchdog over its privacy policy, a class action in France regarding streaming music fees, and a challenge in India against potential penalties based on global turnover. ^3132333435
Microsoft introduced the Claude Opus 4.5 model and the new Cobalt 200 Arm-based CPU for Azure, but CEO Satya Nadella directed company leaders to redefine economics for the AI era. The company also faced infrastructure instability, highlighted by the loss of two senior AI infrastructure leaders and Azure being hit by the largest recorded DDoS attack. ^363738394041
Other notable developments included reports circulating regarding the potential early departure of Apple CEO Tim Cook next year, Google confirming a massive data hack impacting over 200 firms, and Microsoft ending support for Windows 10. ^4243444546

Sources

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