Decision Insights Signals

SEALSQ Corp reported a $49.8 million QS7001 and Qvault TPM pipeline within a $200 million total for 2026–2028 as of Dec. 15, 2025.

ZeroFox released its 2026 Threat Forecast Report outlining six external cyber threat trends and recommended actions for organizations.

Fortinet integrated FortiGate VM with NVIDIA BlueField-3 DPU to embed firewalling and zero-trust controls into data center infrastructure.

Atsign introduced NoPorts Personal, a free tier that provides end-to-end encrypted, identity-based access for home lab devices.

Dell'Oro Group forecasts IPoDWDM systems will reach $4.4 billion by 2030 and expects a jump in ZR+ module shipments in 2026.

Ethernet data center switch revenue topped $8 billion in 3Q 2025 as AI back-end demand and front-end growth increased sales.