- Week of March 23, 2026
Overview of Recent Activity
Recent reporting focused on how organizations adapted network, security, identity, and infrastructure to support AI-driven operations, distributed environments, and increased data center demand. Multiple vendors described approaches for improving visibility and control over Artificial Intelligence (AI) and packet evidence, including optimized continuous packet capture delivery, AI security governance, and operational lifecycle management for AI infrastructure.
H2: Key Themes and Developments
H3: Technology Releases & Product Enhancements
Aviz and Endace described an intermediate processing layer that aggregates, filters, and normalizes traffic before delivery to Endace Always-On Packet Capture, aiming to maintain usable packet records at scale for incident response and compliance work in distributed environments.
NVIDIA introduced the NemoClaw software stack for the OpenClaw agent platform, designed to install Nemotron AI models and the OpenShell runtime “with a single command” and to enforce policy-based security, network controls, and privacy guardrails for autonomous agents.
Checkmarx unveiled Checkmarx One, described as embedding agentic, AI-driven security across source code, open-source dependencies, AI assets, and runtime. The platform added components including Triage Assist, Remediation Assist, AI Supply Chain Security, AI Static Application Security Testing (SAST), and Dynamic Application Security Testing (DAST) for AI for runtime protection across Continuous Integration and Continuous Deployment (CI/CD) and production.
H3: Partnerships & Ecosystem Engagement
Lastwall partnered with Carahsoft to extend quantum-resistant identity protection to public sector organizations, including deployment of IDCommand Suite components for cloud-native Zero Trust identity and local authentication in low or no connectivity environments.
Rafay Systems and DataDirect Networks announced a collaboration to support deployment and operationalization of production AI environments, including simplified operational approaches for GPU-powered AI environments and streamlined infrastructure lifecycle management across platform teams.
H3: Infrastructure, Platform, or Deployment Updates
Dell’Oro Group reported the worldwide data center physical infrastructure market reached $10.9 billion in manufacturer revenue in 4Q 2025, about 20% higher year over year, and described vendor backlogs building across power, cooling, and distribution alongside ongoing AI-related investment.
Skorpios Technologies introduced Tru-SiPh Optical Engine products with 1.6 Tbps and 6.4 Tbps Photonic Integrated Circuits intended for deployment in AI data centers to support 102.4 Tbps Ethernet switches for hyperscale AI infrastructure, with sample plans for Q2 2026.
H2: Full Update Index
Aviz and Endace optimized traffic delivery to Always-On Packet Capture; Dell’Oro Group forecasted broader AI Radio Access Network (RAN) adoption; SEALSQ filed a registered direct offering for $125 million; Lastwall and Carahsoft expanded quantum-resilient identity protection for public sector; Xage reported 81% revenue growth tied to Zero Trust for AI and infrastructure; Seeq and Innovapptive paired industrial AI with connected worker execution; Netskope outlined AI security considerations; Rafay Systems and DataDirect Networks collaborated on AI infrastructure; Skorpios Technologies introduced Tru-SiPh optical engines; NVIDIA launched NemoClaw and the Vera Rubin platform and Vera Central Processing Unit (CPU) for agentic AI; Varonis Systems released Varonis Atlas; Netskope achieved AWS Security Competency status for AI Security; Bitsight introduced Security Posture Management (SPM) to measure resilience; Dell’Oro Group reported Dual Connectivity (DC) physical infrastructure market results in 4Q 2025; BT Group reported digital landline migrations ahead of 2027 switchover; Nord Security previewed NordLayer Browser at RSAC 2026.
- Aviz and Endace detail optimized traffic delivery to Always-On Packet Capture
Aviz and Endace outline how traffic aggregation and normalization feed Always-On Packet Capture for continuous packet evidence and forensics. - Dell’Oro Group Finds AI RAN Moving Toward Broader Adoption Across the RAN Stack
Dell’Oro says AI RAN is expanding across the RAN stack, expects $10B+ by 2029, and cites GPU-RAN constraints and Graphics Processing Unit (GPU) interest. - SEALSQ Corp files registered direct offering for $125 million
SEALSQ Corp filed a securities purchase agreement to raise about $125 million by selling ordinary shares and accompanying warrants. - Lastwall partners with Carahsoft to provide quantum-resilient identity protection to public sector
Lastwall and Carahsoft provide quantum-resilient Zero Trust identity solutions to public sector through government procurement contracts. - Xage Security reports 81% revenue growth with expansion of zero trust for AI and infrastructure
Xage Security reported 81% revenue and 102% customer growth driven by adoption of its Zero Trust platform and AI security solutions. - Seeq and Innovapptive Pair Industrial AI With Connected Worker Execution
Seeq and Innovapptive outlined a closed-loop workflow linking industrial AI anomaly detection to mobile work instructions and feedback. - Netskope outlines security considerations as AI adoption expands across enterprises
AI spending growth expands enterprise security risks by increasing data access and control challenges for organizations. - Rafay Systems and DataDirect Networks collaborate on AI infrastructure
Rafay Systems and DataDirect Networks said they will collaborate to support operations and lifecycle management for large-scale AI infrastructure deployments. - Skorpios Technologies introduces Tru-SiPh optical engines for AI data centers
Skorpios Technologies introduced its Tru-SiPh™ Optical Engine platform featuring 1.6 Tbps and 6.4 Tbps Photonic Integrated Circuits for AI data centers. - NVIDIA introduces NemoClaw stack for OpenClaw AI agent platform
NVIDIA launched NemoClaw to install Nemotron models and OpenShell runtime, adding privacy controls for autonomous AI agents. - NXP Semiconductors introduces robotics solutions with NVIDIA for physical AI applications
NXP Semiconductors and NVIDIA introduced robotics solutions for real-time, secure data processing in 2026. - Delinea details identity security challenges linked to AI adoption
Delinea's report finds 90% of organizations pressure security teams to relax identity controls to enable AI initiatives amid governance gaps. - Aviz Networks outlines how AI workloads change enterprise network planning
AI changes networking requirements, affecting bandwidth, latency, operations, and planning even without GPUs. - Netskope Achieves AWS Security Competency Status for AI Security
Netskope said it achieved AWS Security Competency status for AI Security, citing certified alignment and Netskope One capabilities for AWS workloads. - Bitsight introduces Security Posture Management to measure resilience
Bitsight introduced Security Posture Management (SPM) using external exposure intelligence and AI-driven prioritization to measure resilience. - Dell’Oro Group Reports Data Center Physical Infrastructure Market Reached $10.9 Billion in 4Q 2025
Dell’Oro Group says DCPI market hit $10.9B in 4Q 2025, up 20% YoY, as vendor backlogs expand across power, cooling and distribution. - Netskope outlines New in Career rotations across Governance, Risk, and Compliance (GRC), SOC and red-teaming
Netskope outlines its three-month New in Career program in St. Louis, with rotations across GRC, SOC, and red-teaming. - BT Group reports more than three million households moved to digital landlines ahead of 2027 switchover
BT said over three million UK households switched to digital landlines ahead of the January 2027 analogue switchover. - Nord Security previews NordLayer Browser at RSAC 2026
Nord Security planned to showcase its business suite and preview the NordLayer Browser at RSAC 2026, booth 1939. - Checkmarx introduces Checkmarx One platform
Checkmarx unveiled Checkmarx One, a platform embedding agentic, AI-driven security across code, dependencies, AI assets, and runtime. - NVIDIA launches Vera Rubin platform with seven new chips for scalable AI infrastructure
NVIDIA launched the Vera Rubin platform with seven new chips to support scalable AI infrastructure across all phases of AI processing. - NVIDIA launches Vera CPU purpose-built for agentic AI
NVIDIA launched the Vera CPU, designed for agentic AI and reinforcement learning workloads. It offers twice the efficiency and 50% faster performance than traditional CPUs. - Varonis Systems launches Atlas to manage AI system visibility and control
Varonis Systems released Varonis Atlas to provide organizations visibility and control over AI systems and data security. - Aviz Networks expands Aviz ONES integration with NVIDIA DSX Air for AI Factory networking validation
Aviz Networks expands Aviz ONES availability within NVIDIA DSX Air for validating NVIDIA AI Factory networking via digital-twin simulation. - Aviz Networks outlines AI factory networking with NVIDIA for enterprise partners
AI Factories are reshaping data centers by emphasizing network performance vital for GPU utilization, presenting growth opportunities with NVIDIA and Aviz ONES.