Charter Communications reported a surprising subscriber shift in Q4. While it lost 119,000 internet customers, it gained 428,000 mobile lines and even added 44,000 video subscribers. The results highlight a changing competitive landscape.
Microsoft shares had their worst day since 2020, tumbling 10% despite beating overall revenue estimates. The drop was triggered by Azure cloud growth of 39%, which slightly missed the 39.4% consensus. The company’s CFO indicated growth could have been higher if they hadn’t prioritized their own AI i
Google has finally received permitting approval to build its first self-owned data center in Austria. The 42,000 sqm project in Kronstorf has been in the works since the company bought the land in 2008. Construction is expected to begin soon after a final objection period.
The Chicago Board Options Exchange is continuing a lengthy migration of its secondary data center to Equinix’s CH3 facility in Elk Grove, Illinois. The move involves hardware for eight of its key US equities and options exchanges, with a completion date set for February 7, 2026. Client connections,
According to GeekWire, newly unsealed court documents reveal Amazon Web Services was OpenAI’s original cloud partner, not Microsoft. The episode also covers Satya Nadella’s new AI mantra and the growing field of physical AI startups like Overland AI.
TD Synnex’s quarterly earnings soared, powered by massive demand for custom servers and racks from hyperscale cloud customers. Its Hyve subsidiary saw gross billings surge over 50% year-over-year, lifting the entire distributor to new heights.
Telecom Italia (TIM) and the newly formed Fastweb+Vodafone have inked a 5G Radio Access Network (RAN) sharing agreement. The deal aims to accelerate coverage, especially in towns with under 35,000 people, by avoiding duplicate infrastructure.
Google is launching a suite of new AI features for Gmail, headlined by a personalized “AI Inbox” tab. The company is also making previously paid features, like Help Me Write, available to all users, while rolling out new tools to paid subscribers first.
BCM One is consolidating its enterprise offerings under the Pure IP brand, a name from a 2023 acquisition. The move aims to clarify its identity after nine acquisitions in six years and comes with a new unified management platform called IQ.
Google’s historic $32 billion purchase of cybersecurity firm Wiz is in the hands of EU regulators. The European Commission has until February 10, 2026, to approve the deal, demand concessions, or launch a full-scale investigation.
