Safaricom's mobile data revenue has surpassed voice revenue for the first time in the company's history, signaling a significant shift in connectivity trends. This development highlights the increasing digitization of the Kenyan economy and consumers' move towards data-driven communication.

• Mobile data revenue grew by 13.4% year-on-year to KShs 40.32 billion, representing 20.8% of total service revenue.
• Voice revenue declined by 2.1% to KShs 39.72 billion.
• The number of smartphone users increased by 16.2% to 28.7 million, with 4G devices growing by 27% to 24.4 million on Safaricom's network.
• 5G adoption saw a 55.9% year-on-year increase, reaching 1.3 million devices.

AXIAN Telecom, through its subsidiary Yas, has officially acquired 99.63% of Wananchi Group (Holdings) Ltd, the parent company of Zuku and Simbanet. This acquisition significantly expands Yas's presence in East Africa's fixed broadband market.

• Wananchi Group controls 12.7% of Kenya's fixed internet market share as of June 2025, serving over 270,000 subscribers.
• The deal was completed on November 5, 2025, after being first reported in September 2024.
• CEO of AXIAN Telecom, Hassan Jaber, stated that Wananchi Group's network and expertise align with Yas's ambition to lead broadband connectivity in Africa.

Amazon Web Services (AWS) and OpenAI have announced a massive $38 billion multi-year partnership where OpenAI will leverage AWS’s cloud infrastructure to power its advanced artificial intelligence workloads.

• The deal, valued at $38 billion, is one of the largest cloud infrastructure agreements in recent years.
• AWS will provide OpenAI with access to Amazon EC2 UltraServers, featuring NVIDIA GPUs and scaling to tens of millions of CPUs.
• This partnership diversifies OpenAI’s compute strategy, which has historically relied on Microsoft Azure.