- Week of May 11, 2026

Overview of Recent Activity

Recent updates centered on enterprise-ready AI infrastructure, security and governance controls, and operational tooling for scaling AI deployments. ASUS made the ExpertBook Ultra (B9406CAA) available in the United States with NIST-aligned firmware protections and post-quantum cryptography. Datadog achieved FedRAMP High certification for cloud operations. Netskope expanded Netskope One with AgentSkope for agent deployment and runtime protection, while Dell’Oro forecasted rapid growth for AI Systems Security into 2030.

Key Themes and Developments

H3: Technology Releases & Product Enhancements

ASUS made the ExpertBook Ultra (B9406CAA) available for U.S. purchase at $3,599.99, integrating Intel Core Ultra Series 3 and Windows 11 Pro. The model included a 14.0-inch 16:10 Tandem OLED display and an ASUS MyExpert AI productivity suite with functions such as document summarization, translation, and writing refinement. For security, ASUS described ExpertGuardian as aligned with NIST SP 800-193 guidance and including firmware protections plus “post-quantum cryptography using ML-KEM (FIPS 203) and ML-DSA (FIPS 204).”

Netskope introduced Netskope One AgentSkope as an architectural foundation inside the Netskope One Platform for deploying Netskope AI agents that execute end-to-end workflows. The company said alert capacity constraints left “40% of alerts going uninvestigated due to lack of capacity.” AgentSkope supported agentic workflows for policy creation, triage, investigation, and troubleshooting, with an initial set including DLP, private access, and data intelligence agents, and it described generally available availability for most agents.

Cder released Coder Agents in beta, positioning the coding agent as running on self-hosted infrastructure for governance over infrastructure, data, and models. Coder said the agent system ran inside customer-controlled infrastructure, kept source code and prompts within a network boundary, and supported model-agnostic operation. Coder Agents enabled developers to delegate tasks such as writing code, generating tests, analyzing repositories, and opening pull requests.

H3: Partnerships & Ecosystem Engagement

Rackspace Technology and AMD signed a memorandum of understanding to outline a multiyear strategic partnership for a governed Enterprise AI Cloud for regulated and sovereign workloads. The companies planned to integrate AMD Instinct GPUs and AMD EPYC CPUs into a fully managed, governed stack, with Rackspace owning the stack from silicon to outcomes. The framework included inference as a service on managed Instinct GPUs and inference engine capabilities described as context-aware and retaining domain knowledge and session history.

Cloudera described a Zero Copy Connector for ServiceNow available through ServiceNow’s Knowledge26 conference. The connector tied to Cloudera’s partner AI ecosystem, connecting hybrid data lakehouses with intelligent workflows for “secure, real-time autonomous AI execution” without data duplication. Cloudera said it linked AI-driven actions back to source data without moving sensitive information including PII, PHI, and PCI.

H3: Infrastructure, Platform, or Deployment Updates

Datadog reported it achieved FedRAMP High certification for cloud operations, describing the certification as meeting federal cloud security and compliance requirements used for sensitive information. The release said FedRAMP High enforced “strict security controls” to protect controlled unclassified information (CUI) in cloud environments, and it included a statement that “some federal agencies require FedRAMP High” for systems with a high impact from breaches.

ABI Research forecasted active hyperscaler IT load would rise from 24.37 gigawatts in 2025 to 147.13 gigawatts by 2035, driven by expansion in available and under-the-roof capacity rather than proportional facility growth. It forecast hyperscaler sites would increase from 3,182 in 2025 to 3,558 in 2035, with facilities above 10 megawatts accounting for nearly all meaningful growth. ABI Research cited energy access factors and grid constraints as bottlenecks, including prioritizing high-capacity transmission access and long-term power agreements.

H2: Full Update Index

H3: Index

ASUS ExpertBook Ultra (B9406CAA) becomes available in the US; Dell’Oro Group forecasts AI Systems Security market growth; Datadog achieves FedRAMP High certification; 650 Group outlines $200B AI networking market forecast; Netskope introduces AgentSkope for Netskope One; Netskope outlines capabilities to reduce AI security review delays; Rackspace Technology and AMD sign MOU for governed Enterprise AI Cloud; Coder releases Coder Agents in beta; Solo.io adds NemoClaw support to kagent; Cloudera adds Workflow Data Fabric Zero Copy Connector for ServiceNow; Snyk integrates Anthropic Claude into Snyk AI Security Platform; OpenAI MRC initiative reinforces Ethernet for AI back-end networks; ABI Research forecast for hyperscaler capacity growth; Varonis attains High (Alta) certification under Spain ENS; Valiantys named Atlassian Partner of the Year 2026; SailPoint to hold IdentityTV and Developer Days May 2026

1. ASUS ExpertBook Ultra (B9406CAA) Becomes Available in the US
   ASUS made the ExpertBook Ultra (B9406CAA) available for U.S. purchase at $3,599.99, with NPU up to 50 TOPS and NIST-aligned security.
2. Dell’Oro Group forecasts AI Systems Security market to reach nearly $8B by 2030
   Dell’Oro forecasts AI Systems Security market grows from near zero to nearly $8B by 2030 as enterprises deploy AI agents in production.
3. Datadog Achieves FedRAMP High Certification for Cloud Operations
   Datadog reported it achieved FedRAMP High certification for cloud security and compliance requirements tied to CUI protection.
4. 650 Group outlines $200B forecast for AI networking market
   AI networking may top $200B by decade’s end, with software estimated at $40–50B, driven by Ethernet fabrics, observability, automation, and open networking.
5. Netskope One AgentSkope helps deploy Netskope AI agents
   Netskope introduced AgentSkope, an architectural foundation in Netskope One for deploying AI agents that automate triage and troubleshooting workflows.
6. Netskope outlines capabilities to reduce AI security review delays
   The blog describes how AI pilots get stuck in security reviews and outlines Netskope tools for risk scoring, semantic DLP, agent controls, and lower latency.
7. Where the AI conversation Starts vs. Where Change Happens
   The author previews a book and blog series arguing AI performance depends on infrastructure layers like data movement, network design, and telemetry.
8. Hyperscaler Data Center Capacity to Surge More Than 6x by 2035 as AI and Cloud Expansion Reshape Global Infrastructure
   ABI Research forecasts hyperscaler IT load rising from 24.37 GW in 2025 to 147.13 GW by 2035. The number of sites grows modestly, while capacity under-the-roof and power-dense facilities above 10 MW expand. Grid constraints and cooling requirements are cited as gating factors across regions.
9. Rackspace Technology and AMD Sign Memorandum of Understanding to Establish New Category of Governed Enterprise AI Infrastructure
   Rackspace Technology and AMD signed an MOU outlining a multiyear partnership to build a governed Enterprise AI Cloud for regulated and sovereign workloads. The proposal integrates AMD Instinct GPUs and EPYC CPUs into a fully managed stack, covering private/hybrid deployment, inference runtime, and managed inference services with defined SLAs.
10. Coder Sets a New Standard for AI Coding with Self-Hosted, AI Model Agnostic Coder Agents
    Coder announced a beta of Coder Agents, a native self-hosted AI coding agent. The release positions the product as running the control plane, orchestration, and execution inside customer infrastructure for air-gapped use, centralized governance, and model-agnostic support across providers and self-hosted models.
11. Aviz Networks Podcast Recap: Louis Toth Details AI’s Edge and Networking Focus
    In Aviz Podcast Ep. 21, Louis Toth says AI value depends on edge processing and networking, not only models and GPUs.
12. AMD to Host Annual Meeting of Stockholders
    AMD will hold its 2026 Annual Meeting of Stockholders on May 13, 2026 at 9 a.m. PT as a virtual meeting. The notice includes links for live access and replay, and points to AMD’s 2026 Proxy Statement and Annual Report on Form 10-K for matters to be voted on.
13. Varonis Attains High (Alta) Certification Under Spain’s National Security Framework Standards
    Varonis Systems announced its Data Security Platform achieved High (Alta) certification under Spain’s Esquema Nacional de Seguridad (ENS) at the Royal Decree 311/2022 controls level. The company said the certification expands its audited security, privacy, and controls verification list for public-sector requirements, positioning the platform for compliance and data protection.
14. Solo.io Adds NemoClaw Support to kagent
    Solo.io added support for NVIDIA’s NemoClaw inside kagent, a Kubernetes-native agentic runtime with security, observability, and governance controls.
15. Owl Cyber Defense Honors Carahsoft With 2025 North America Federal Distributor of the Year Award
    Carahsoft Technology Corp. announced it received Owl Cyber Defense’s 2025 North America Federal Distributor of the Year award. The announcement cites Carahsoft’s sales and marketing work promoting Owl’s cross-domain and data diode solutions for U.S. public sector customers, including via a 2025 Evolution Summit. Availability is referenced through federal contract vehicles.
16. Netskope One AgentSkope outlines SecOps agents and CCI Insights
    Netskope One AgentSkope adds SecOps-focused agents for DLP and insider threats, plus a CCI insights assistant in Netskope One.
17. SailPoint, Inc. to Hold IdentityTV and Developer Days May 2026
    SailPoint will hold free virtual IdentityTV and Developer Days May 19-21, 2026, covering AI and non-human identity security.
18. Cloudera introduces Workflow Data Fabric Zero Copy Connector for ServiceNow
    Cloudera said a Zero Copy Connector for ServiceNow enables secure autonomous AI execution without data duplication.
19. Snyk Integrates Anthropic Claude in Snyk AI Security Platform
    Snyk integrated Anthropic’s Claude into its AI Security Platform to automate vulnerability discovery, prioritization, and fixes.
20. OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
    In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>> The post OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks appeared first on Dell'Oro Group.
21. Valiantys Named Atlassian Partner of the Year 2026 - Strategy Solutions & Services Delivery APAC
    Atlassian named Valiantys and Glintech as 2026 Partner of the Year winners for Strategy Solutions and Services Delivery–APAC, citing new business development, thought leadership, and customer engagement. Valiantys also received multiple finalist nominations across other Atlassian award categories, including AI-agent and workflow automation support.