Daily Intelligence Brief: ASML invests in Mistral AI, Mitsubishi Electric acquires Nozomi Networks - September 10, 2025
ASML and Mistral Artificial Intelligence (AI) announced a partnership aimed at enhancing product development through AI.
ASML agreed to invest €1.3 billion in Mistral AI’s Series C funding, acquiring approximately 11% ownership in the company. Under the collaboration, the companies will explore AI applications within ASML's product portfolio to improve delivery and performance.
ASML’s President and CEO Christophe Fouquet indicated the partnership is designed to create benefits for customers via AI-enabled products. Meanwhile, Mistral AI’s CEO Arthur Mensch noted the potential for innovation within the semiconductor and AI sectors.
Mitsubishi Electric Corporation has signed an agreement to acquire Nozomi Networks, enhancing its capabilities in Operational technology (OT) and cybersecurity. This acquisition aims at increasing cybersecurity services while leveraging data and AI. Planned to close in Q4 2025, Nozomi will become a wholly owned subsidiary, preserving its brand and leadership.
The acquisition is a continuation of their prior collaboration, where Mitsubishi Electric participated in Nozomi’s $100 million Series E funding round. Leaders from both companies expressed optimism towards utilizing their combined resource strengths to improve cybersecurity solutions across industrial sectors.
Huawei secured the leading spot in the global wearable market, achieving a 20.2% share during Q2 2025, as reported by the International Data Corporation. This marks Huawei's second consecutive quarter of market leadership.
Recognized wearable products include the HUAWEI WATCH FIT 4 Series and the HUAWEI WATCH D2, the latter approved by China's National Medical Products Administration for its blood pressure monitoring feature. Huawei will host a product launch event in Paris on September 19 to introduce its latest models, including the HUAWEI WATCH GT 6 Series.
Delta Electronics showcased its building automation solutions at MARVEX 2025, focusing on energy efficiency and indoor air quality. The event promoted alignment with global carbon neutrality initiatives, displaying technologies such as Delta Controls and the Intelligent Community Management System.
Finally, Dell'Oro Group reported a 22% increase in Secure Access Service Edge (SASE) revenue, now at $2.7 billion, driven by the integration of Software-Defined Wide Area Network (WAN) (SD-WAN) and Security Services Edge (SSE). This reflects growing enterprise demand for AI-prepared branch architectures, with Cisco reporting a 52% increase in Software-Defined Wide Area Network (SD-WAN) revenue attributed to client transitions towards Catalyst 8k.
- ASML partners with Mistral AI, invests €1.3 billion
ASML and Mistral AI announced a partnership to enhance product performance through AI, with ASML investing €1.3 billion. - Mitsubishi Electric to Acquire Nozomi Networks in Cybersecurity Expansion
Both companies plan to leverage AI for improved operational resilience and advancement in cyber defense strategies. - Huawei claims top spot in global wearable market
A product launch in Paris on September 19 will unveil Huawei's new wearable models, following its Q2 market leadership. - Delta Electronics showcases building automation at MARVEX 2025
Delta Electronics highlighted its building management systems at MARVEX 2025, aiming to support sustainability and operational efficiency. - Dell'Oro Group Reports 22% Increase in Q2 2025 SASE Revenue
Cisco saw a 52% revenue increase in SD-WAN due to shifts from legacy routers, solidifying its position as market leader. - Commvault announces SHIFT 2025 event in New York City
Commvault’s SHIFT 2025 event will include hands-on simulations for improving organizational responses to cyber threats. - OneTrust Announces AI Agents and New Capabilities to Deliver AI-Ready Governance
New AI agents launched by OneTrust automate risk assessments, improving governance efficiency as AI complexity increases. - Cisco introduces Splunk Enterprise Security Editions
AI integration in Splunk's new editions is expected to enhance the efficiency of security teams in managing threats. - OneTrust report reveals 37% increase in AI risk management time
A report by OneTrust reveals a 37% increase in time organizations spend managing AI risk, highlighting governance challenges in the sector. - Unisys recognized as a Leader in ISG 2025 Provider Lens for Cloud Services
ISG named Unisys a Leader for its comprehensive cloud services and AI integration in the latest Provider Lens™ report. - Gigamon unveils Gigamon Insights, delivering AI-driven guidance for IT operations and security teams.
Gigamon launched Gigamon Insights to assist Security, IT teams with threat detection, performance troubleshooting seamlessly integrated with AWS. - VU#461364: Hiawatha open-source web server has multiple vulnerabilities
A local attacker can exploit an authentication timing vulnerability in the Tomahawk component of Hiawatha versions 8.5-11.7. - MLCommons Releases MLPerf Inference v5.1 Benchmark Suite
MLCommons released the MLPerf Inference v5.1 benchmarks with 27 participants, introducing three new tests and substantial system improvements. - Avast named top cybersecurity provider by Software Experts
Avast Premium Security and Ultimate showcase effective protection against ransomware and phishing, according to Software Experts. - SASE revenue rises 22% to $2.7 billion in Q2 2025, Dell’Oro Group reports
Access Router market dropped 15% while branch networking revenue grew 13%, marking a notable shift in network strategy. - Mitsubishi Electric acquires Nozomi Networks to enhance cybersecurity
Mitsubishi Electric's acquisition of Nozomi Networks emphasizes improved cybersecurity and operational resilience using AI. - Delta Electronics showcases building automation at MARVEX 2025
At MARVEX 2025, Delta Electronics focused on automation solutions that enhance energy efficiency and adhere to sustainability standards. - Dell'Oro Group Reports 22% Increase in Q2 2025 SASE Revenue
Cisco saw a 52% revenue increase in SD-WAN due to shifts from legacy routers, solidifying its position as market leader. - Bristol Bay Cellular partners with Mavenir to enhance Alaska's mobile network
A new cloud-native platform in Anchorage will enhance connectivity for rural Alaskan communities, supported by Mavenir's technology. - Cisco introduces Splunk Enterprise Security Editions
AI integration in Splunk's new editions is expected to enhance the efficiency of security teams in managing threats.