Bobby L. Meneses

Very excited to be heading to Santa Clara for the AI Infra Summit next week… marking SUBCO’s very first time attending. The sheer pace of innovation across the AI ecosystem right now is extraordinary. What’s especially compelling about this summit is the opportunity to hear directly from the foundation and frontier model builders, learning first-hand how they are navigating and overcoming the massive physical infrastructure hurdles around scale, energy, and distributed compute. Yet behind every breakthrough in model architecture sits a foundational reality: 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗵𝗮𝗹𝗳 𝘁𝗵𝗲 𝗲𝗾𝘂𝗮𝘁𝗶𝗼𝗻! AI at scale is fundamentally a data movement challenge. Synchronising massive training clusters and delivering sub-second inference globally requires uncompromising bandwidth, ultra-low latency, and resilient transport networks. Connectivity isn't backhaul anymore… it’s the critical fabric keeping the entire ecosystem running and scaling 📈 Looking forward to sharing what we’re seeing across global network architectures and what we’re building at SUBCO to support this unprecedented connectivity push. If you’re heading to Santa Clara for the summit, let’s connect! reach out to grab a coffee. #AIInfraSummit #AIInfrastructure #FoundationModels #FrontierAI #DigitalInfrastructure #DataMovement #Connectivity #SUBCO

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Comcast beat analyst expectations as new dual CEOs confront ongoing subscriber losses, with stabilizing broadband, improved wireless penetration and video declines suggesting a path forward amid cord-cutting and streaming competition 🚀 Top 4 Takeaways from Comcast’s Q3 2025 Earnings Report 🚀 1️⃣ Wireless is the New Growth Star: Comcast added a record 414,000 domestic wireless lines this quarter! Wireless now reaches over 14% of Comcast’s residential broadband customers, highlighting mobile as a major growth engine. 2️⃣ Business Services: Quiet Strength: Business Services Connectivity delivered a 6.2% revenue boost and a strong 56% EBITDA margin. This segment stands out for its resilience and steady performance, driven by enterprise solutions and recent acquisitions. 3️⃣ Advertising Rebounds Beyond the Olympics: Despite a tough comparison with last year’s Olympic-fueled revenue, domestic advertising (excluding Olympics) grew 2.6%, propelled by strong results at Peacock. This signals a rebound in ad spending and the growing influence of streaming. 4️⃣ Peacock Narrows Its Losses: Peacock posted a significant improvement, cutting its EBITDA losses nearly in half (down to $217M from $436M last year). With revenue holding steady and operational discipline improving, Peacock is moving closer to profitability, demonstrating real momentum in the streaming space. #Comcast #Earnings #Wireless #Advertising #Peacock #BusinessGrowth

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As satellite systems move from planning to execution, the constraint shifts from orbit to the ground. Satellites move data. Ground infrastructure decides jurisdiction, routing, and resilience. At Eagle Flight Network, we are designing ground stations as multi-use infrastructure — built once, used in many different applications — supporting civil, commercial, research, emergency, and defence applications on the same sovereign foundation. When hosted on Indigenous land, this infrastructure also enables long-term community participation in Canada’s digital and space economy. #DigitalSovereignty #economicdevelopment #GroundInfrastructure #SpacePolicy #Canada #MultiUseInfrastructure

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⚽ Seattle Sounders FC teamed up with Lumen Technologies to modernize its network with Network-as-a-Service (NaaS) — scaling bandwidth on demand for matches, media, and fan experiences without paying for peak capacity year‑round. When demand is unpredictable, flexibility wins. 👉 Read the story: https://bit.ly/4s483f6 #PartnerProgram #SolvedWithLumen #NaaS #TrustedNetwork

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