Magnificent 7 Weekly Briefing

September 25, 2026

Tech giants launched new AI hardware and space tests while announcing multi-billion dollar investments in global infrastructure and robotics.

• Meta unveiled Muse, a keychain-sized AI device, and updated its Ray-Ban smart glasses while projecting $145 billion in 2026 capital expenditures for AI infrastructure, despite reports of a zero-day vulnerability and a privacy lawsuit. ^12345678
• Microsoft committed over $10 billion to digital infrastructure in the Middle East and opened an Indian data center hub, while Google launched an experimental satellite to test AI hardware resilience in space and partnered to upgrade nuclear plants. ^{9101112131415}
• Google launched a premium line of Googlebook laptops running a new hybrid operating system and signaled that its Gemini 4 model is nearing release, even as the company was fined $463 million for breaching European Union location data rules. ^16171819
• Amazon introduced multichannel tools for sellers to manage external platforms like eBay and Shopify, invested $3 billion in India's quick-commerce market, and revealed its in-house AI silicon business has scaled past $20 billion. ^20212223
• Tesla reached a milestone of one million unsupervised miles for its Cybercab and advanced its Optimus robot production facilities, while Nvidia's CEO reported accelerating AI demand following a $1.5 billion data center investment. ^2425262728
• Apple encountered pressure over its memory chip supply chain in China under new leadership and moved toward a $250 million iPhone AI settlement as the U.S. government urged the Supreme Court to reverse an App Store commission ruling. ²⁹³⁰³¹
• Elsewhere, Microsoft shifted Halo development to Activision during a gaming division restructuring, and Amazon faced a Florida lawsuit over alleged hidden advertising charges while blocking Meta's AI agent from its retail site. ^3233343536

Sources

1. Meta Wants Muse In People's Pocket. Zuckerberg Just Unveiled A Tiny New AI Device. IBT
2. Meta Projects $145 Billion Capital Expenditure in 2026 For AI Infrastructure Fortune
3. Meta CEO Mark Zuckerberg Reveals Muse AI Agent Will Take a ‘Fee From Transactions’ It Makes Yahoo Finance
4. Meta Debuts Palm-Sized Charm Device for AI Access Bloomberg
5. Meta’s Muse AI Assistant Hit by Serious Mac Zero-Day Vulnerability: The "Not-a-Mused" Exploit Android Headlines
6. Meta announces Ray-Ban Display updates and expansion to five markets with new features Meta
7. Meta launches Ray-Ban Meta Audio and expands AI glasses lineup Meta
8. Meta glasses captured and shared intimate images without users' consent, lawsuit claims Los Angeles Times
9. Google Is Taking a Major Step Forward Toward Space-Based AI Data Centers Yahoo Finance
10. Google launches Project Suncatcher satellite to test AI hardware in space Google
11. Microsoft commits over $10.4B to Middle East infrastructure by 2030 Microsoft
12. Microsoft strengthens its commitment to the Middle East by investing in technology, digital resilience and people Zawya
13. Microsoft plans $10 billion-plus Gulf investment with focus on resilience Reuters
14. Google Is Helping Upgrade Southern’s Nuclear Plants. Can 96 MW Ease Its AI Power Bottleneck? Yahoo Finance
15. Microsoft launches India South Central datacenter region Microsoft
16. Google launches five premium Googlebook laptop models starting at $899 Google
17. Google bets on high-end Android laptops with new Googlebook OS The Verge
18. Google fined $463 million for breaching EU rule on location data AP News
19. Google DeepMind Chief Says Gemini 4 Launch Is Near The Verge
20. Amazon rolls out multichannel tools in Seller Central, letting US sellers manage eBay, Shopify, TikTok and Walmart sales alongside their Amazon businesses Techmeme
21. Amazon bets $3 billion on India's fast-delivery boom, sources say Reuters
22. Amazon invests over $100 million in new robot factory Affärsvärlden
23. Amazon CEO Andy Jassy affirms long-term reliance on Nvidia chips even as in-house AI silicon scales past $20B CryptoBriefing
24. Tesla shifts focus to robotics and AI as investors urge return to core auto business CryptoBriefing
25. Nvidia invests an additional $15 billion in data centers Dagens industri
26. Tesla reaches major Cybercab milestone of 1 million unsupervised miles Yahoo Autos
27. NVIDIA CEO Says AI Spending Flywheel Is ‘Really, Really Flying’ Yahoo Finance
28. Tesla (TSLA) Stock: Optimus Production Facility Advances Rapidly as 5,000-Unit Order Materializes Blockonomi
29. U.S. government urges Supreme Court to reverse Apple contempt ruling over App Store commission 9to5Mac
30. Apple's New CEO Is Already Being Pressured to Drop the Chinese Chip Deal Tim Cook Fought to Keep 24/7 Wall St.
31. Claims now being accepted for Apple s iPhone AI settlement. Here s who is eligible NBC 5 Chicago
32. Age of Empires Studio Lost Almost Half the Studio and Had Its Next Project Canned, Before Being Handed Over to Activision IGN
33. Activision Takes Over Halo Franchise in Xbox Restructuring The Verge
34. Amazon Blocks Meta's Muse AI Agent from Retail Site Seeking Alpha
35. Meta's standoff with Amazon over Muse could be a sign of things to come CNBC
36. Florida sues Amazon over alleged hidden advertising charges Yahoo Finance