Comcast’s latest earnings show a persistent decline in its core cable business, with broadband and video subscriber losses. Growth is now coming from Peacock streaming and Universal Studios parks, highlighting a major strategic pivot.
Serverfarm, owned by Manulife, just secured a huge $3 billion credit facility to fuel its data center construction pipeline. The money will fund major projects in Houston, Covington, and Toronto to meet booming AI infrastructure demand.
Blackstone is leveraging unique data from its vast portfolio to navigate economic uncertainty and deploy nearly $200 billion in “dry powder.” The firm just reported a 44% jump in quarterly net income and is sitting on one of its largest IPO pipelines ever.
Nvidia has released a native Linux app for its GeForce NOW cloud gaming service. The beta app is built for desktop PCs and notebooks, moving beyond the previous Steam Deck-optimized experience. This brings Linux in line with the Windows and macOS app offerings.
Microsoft revealed that OpenAI accounts for roughly 45% of its massive $625 billion cloud backlog. The disclosure spooked some Wall Street analysts, contributing to a more than 6% drop in after-hours trading.
Microsoft posted strong Q2 FY26 results, beating revenue and earnings estimates. Yet the stock dropped 6% after hours as Azure’s growth didn’t provide the upside needed to justify massive AI spending. The market wants better monetization of those investments.
The surge in AI data center construction is creating a massive new demand for concrete, a major source of carbon emissions. Tech giants like Microsoft and Amazon are now striking deals for low-carbon concrete to shrink their environmental footprint before the servers even turn on.
Elon Musk’s AI startup, xAI, is making a massive infrastructure bet. The company plans to invest more than $20 billion to build a new data center in Southaven, Mississippi, with operations slated to begin in February 2026.
A major Finnish data center project has a new majority owner. Norwegian renewable energy investor Magnora has taken a 70% stake in the planned 120MW facility in Hämeenlinna, with construction expected to begin by the end of 2026.
Google is rolling out a suite of new AI features for Gmail, headlined by AI Overviews in search and a new AI-organized inbox. The features are launching first for Gemini AI Pro and Ultra subscribers, with some older premium features moving to free users. The company confirms the AI can be turned off
