AI infrastructure CAPEX and enterprise networking, security updates - Week of February 9, 2026

Overview of Recent Activity

Nvidia CEO Jensen Huang discussed a large-scale AI infrastructure build-out and a long investment cycle, while multiple organizations addressed enterprise deployment needs across networking observability, open networking validation, browser-based Zero Trust, backup threat scanning, and agentic operations governance. Other updates covered SONiC adoption for production visibility, RAN forecast revisions impacting planning, and new AI and security tooling for operations and risk management.

Key Themes and Developments

Technology Releases & Product Enhancements

Skywork launched Skywork Desktop for Windows, a client for agentic AI workflows on users desktops, including local file understanding without mass uploads and permission isolation. The company said it used RAN inside a locally isolated VM and provided dynamic model selection and multimodal outputs, and it offered a curated library of more than 100 skills.

Cohesity integrated Google Threat Intelligence and Google Private Scanning into Cohesity Data Cloud to add in-platform threat intelligence and secure malware detonation within a central management system. The company said the capabilities were generally available and listed on Google Cloud Marketplace, and it referenced Cohesity FortKnox available on Google Cloud for an isolated, air-gapped copy of enterprise data.

Partnerships & Ecosystem Engagement

Acronis renewed its long-term partnership with Manchester City to continue supporting the clubs data backup and protection requirements in the United Kingdom, with continued use of Acronis Cyber Protect Cloud across physical, virtual, and application environments. The renewal described Acronis supplementing existing infrastructure and maintaining consistent protection and operational continuity.

Cognizant formed a strategic partnership with Palantir to pursue AI-driven modernization in healthcare and enterprise operations, stating it would leverage Palantir Foundry and Palantir AI Platform (AIP) for AI integration within TriZetto healthcare business operations. The companies said they planned to explore AIP support for AI-driven optimization across TriZetto platforms and BPaaS operations.

Infrastructure, Platform, or Deployment Updates

LinkedIn moved from proprietary switches to SONiC, citing reduced visibility and debugging complexity with proprietary switches and vendor software defects affecting reliability. The episode described phased rollout with leadership approval after demonstrable stability, and it said adopting SONiC provided control over telemetry and debugging and supported incremental scaling from small deployments.

Netskope reported a surge of U.S. users clicking Bing ads that redirected to tech support pages hosted in Azure BLOB Storage, involving 48 U.S. organizations. Netskope said the pages were formatted as tech support landing sites and included phone numbers, and it reported Azure BLOB Storage container domains to Microsoft after which they were not serving the landing pages at the time of the vendor post.

Full Update Index

Nvidia CEO Jensen Huang; Aviz Networks observability; Aviz Networks SONiC PlugFest; LinkedIn SONiC adoption; Skywork Desktop; Nord Security patents; Dell’Oro Group RAN forecasts; Acronis and Manchester City; Cohesity Google Threat Intelligence integration; CalAmp Here Comes The Bus; Zscaler acquires SquareX; Netskope Bing ads redirect; Chubb and Arctic Wolf; Itential agentic operations; Cato Networks partner awards; Cognizant and Palantir partnership; Cyberhaven Labs AI risk report; RelationalAI Gartner Magic Quadrant; Palo Alto Networks NextWave partner program; ABI Research grid management software; Microchip maXTouch M1 recognition; Arelion IP transit for Rome airports; Alice Caterpillar scanner for OpenClaw

1. Nvidia CEO Jensen Huang says AI build-out is largest in history
   Nvidia CEO Jensen Huang said the AI infrastructure build-out was the largest in history and that roughly $660 billion in CAPEX was sustainable.
2. Aviz Networks outlines observability changes for the AI era
   Aviz Networks podcast examines changes in network observability for the AI era, focusing on telemetry, scalability and open platforms.
3. Aviz Networks reports SONiC PlugFest validates open networking
   Aviz Networks podcast explains how SONiC PlugFest validates open networking for production deployments.
4. LinkedIn details adoption of SONiC
   Zaid Kahn explains how LinkedIn adopted SONiC to improve visibility, telemetry and operational control in production networks.
5. Skywork launches Skywork Desktop for Windows
   Skywork launched Skywork Desktop, a Windows client that runs agentic AI workflows locally and processes files on-device with isolated VM execution.
6. Nord Security surpasses 400 global patents
   Nord Security said it had surpassed 400 patents globally, with most filings in the US after a fourfold increase since 2023.
7. Dell’Oro Group revises near-term Cloud RAN and multi-vendor RAN forecasts
   Dell'Oro Group lowers near-term Cloud RAN and multi-vendor RAN forecasts while noting Open Fronthaul adoption.
8. Dell'Oro Group revises Open RAN forecasts
   Dell'Oro Group revised Open RAN near-term revenue down and lowered Cloud RAN projections while strengthening long-term growth assumptions.
9. Acronis renews partnership with Manchester City
   Acronis renewed its partnership with Manchester City to continue using Acronis Cyber Protect Cloud for data backup across UK IT environments.
10. Cohesity integrates Google Threat Intelligence into Data Cloud
    Cohesity integrated Google Threat Intelligence and Private Scanning into Cohesity Data Cloud to detect and detonate malware in backups.
11. CalAmp launches updated Here Comes The Bus app
    CalAmp launched an updated Here Comes The Bus parent app with district-controlled map visibility, SSO support, and streamlined onboarding.
12. Zscaler acquires SquareX to extend zero trust browser capabilities
    Zscaler acquired SquareX to extend Zero Trust browser capabilities for the AI Edge Resource Allocator, closing the deal Feb. 5, 2026; terms were not disclosed.
13. Netskope reports Bing ads redirecting users to Azure tech support pages
    Netskope found Bing search ads that routed U.S. users to tech support pages hosted in Azure Blob Storage.
14. Arctic Wolf selected by Chubb as preferred MDR provider
    Chubb selected Arctic Wolf as a preferred MDR provider for Chubb cyber policyholders with more than 100 employees.
15. Itential details Gartner findings on agentic operations
    Gartner says AI agents will move beyond copilots into infrastructure work, requiring links between reasoning and governed execution.
16. Cato Networks names EMEA partner award winners
    Cato Networks named winners of its EMEA Partner Awards at the 2026 EMEA Partner Summit in Paris.
17. Cognizant partners with Palantir on AI integration
    Cognizant formed a partnership with Palantir to integrate Palantir Foundry and AIP into TriZetto and business process operations.
18. Cyberhaven Labs releases 2026 AI adoption and risk report
    Cyberhaven Labs released a report showing uneven enterprise AI adoption and gaps in data governance based on billions of data movements.
19. RelationalAI included in Gartner 2026 Magic Quadrant
    RelationalAI was included in Gartner's inaugural 2026 Magic Quadrant for Decision Intelligence Platforms.
20. Palo Alto Networks updates NextWave partner program
    Palo Alto Networks updated its NextWave Partner Program to emphasize platformization and reinvest partner rebates.
21. ABI Research projects core grid management software market to reach US$77.2B
    ABI Research forecast the core grid management software market would reach US$77.2 billion by 2035 amid rising grid pressures from data centers and EV charging.
22. Microchip Technology receives Frost & Sullivan product leadership recognition
    Microchip Technology received Frost & Sullivan's 2025 Product Leadership Recognition for maXTouch M1 automotive touchscreen controllers.
23. Arelion provides IP transit to Rome airports
    Arelion provided secure, low-latency IP Transit to Rome's Fiumicino and Ciampino Airports, with a reported 10% decrease in latency.
24. Alice releases Caterpillar open-source scanner for OpenClaw
    Alice released Caterpillar, a free open-source scanner for OpenClaw that flagged malicious skills used by about 6,000 users.
25. Itential outlines prompting and context engineering as evolving IT skills
    Itential says prompting and context engineering are becoming IT skills that affect automation, tools, and internal knowledge access.