Agentic orchestration, security tooling, and data center network demand - Week of December 29, 2025
Companies mentioned
Overview of Recent Activity
Recent reporting covered enterprise security and software scanning usability, residential fiber upgrades, and data center networking capacity trends tied to AI workloads. It also included hyperscaler capex planning, hybrid infrastructure orchestration using agentic automation, and telecom or core-network reliability tooling aimed at reducing service interruptions.
Key Themes and Developments
Technology Releases & Product Enhancements
Webroot’s 2025 malware scanner evaluation described real-time malware defense using cloud intelligence and behavioral analysis, and said a device scan could complete in approximately 20 seconds. It also described quick, full, and scheduled scans, plus isolation of unknown files and recording and reversal of malicious system changes when detected.
Itential introduced FlowAI for agentic orchestration by pairing reasoning-capable agents with deterministic, governed workflow execution for hybrid infrastructure. The vendor described FlowAI as integrating agentic components and retaining deterministic workflow execution for governed tasks, with control and auditability guidance using Model Context Protocol (MCP) integration patterns.
Partnerships & Ecosystem Engagement
Itential partnered with Carahsoft to make its automation platform available through government contracts and reseller channels. Aviz announced a partnership with UfiSpace to integrate SONiC and Generative AI (GenAI) capabilities into a vendor-neutral offering, and Netskope partnered with FIS for managed SASE for financial institutions.
Netskope also extended Copilot visibility by adding Cloud Access Security Broker (CASB) API support for Microsoft 365 Copilot. The update enabled monitoring and Data Loss Prevention (DLP) enforcement on Copilot interactions.
Infrastructure, Platform, or Deployment Updates
NTT East planned to introduce a 25 Gbps FTTH service in Tokyo beginning March 2026, positioned as an expansion of existing fiber services. The reporting also noted commercial FTTH access in Japan remained at 10 Gbps, and tied the launch to broader IOWN optical network development.
Dell’Oro Group analysts reported that worldwide data center capital expenditures rose 59% year over year in 3Q 2025, with server and storage component revenue up 40% year over year. It also reported Ethernet overtook InfiniBand in AI back-end networking in 2025, and that most 800 Gbps shipments went to AI back-end networks.
Full Update Index
Available in the provided article set.
- Webroot recognized by Expert Consumers in 2025 review
Expert Consumers recognized Webroot in its 2025 malware scanner evaluation for real-time malware defense and fast scans. - NTT East plans 25 Gbps FTTH service in Tokyo
NTT East planned to launch a 25 Gbps FTTH service in Tokyo starting March 2026 to provide faster residential broadband. - One Stop Systems receives $1.2 million order from Safran
One Stop Systems received a $1.2 million production order from Safran Federal Systems, lifting aggregate orders to about $1.9 million. - DellOro Group brief on data center and network markets - November 2025
- Amazon among big five as hyperscaler capex set to exceed $600 billion
Hyperscaler capital expenditure for the “big five” was forecast to exceed $600 billion in 2026, creating external funding needs. - Itential details FlowAI for agentic orchestration in hybrid infrastructure
Itential introduced FlowAI to link agentic reasoning with governed workflows for hybrid infrastructure operations. - Itential outlines five resources for AI readiness in 2026
Itential compiles five resources showing how automation, orchestration, and governance enable operational use of AI in infrastructure. - 3M to showcase materials and AI tool at CES 2026
3M will showcase materials and an AI-powered tool at CES 2026 across consumer electronics, automotive, manufacturing and data centers. - Aviz Itential Netskope and NSS Labs report updates - November 2025
- Huawei launches ICNMaster MDAF to support core network high stability
Huawei launched ICNMaster MDAF to support core network high stability, citing risks to users and citing GlobalData statistics on service interruptions.