The Comcast-NBCUniversal split is about betting on data centers over cable, and gaming over TV

The Comcast-NBCUniversal split is about betting on data centers over cable, and gaming over TV

Inside Comcast, executives are reassessing what to do with the cable and connectivity business. The company is looking at ways to use its network more directly in the boom in data centers and AI workloads.

That would tilt Comcast's future more toward high-capacity data delivery and away from legacy pay-TV.