Daily Intelligence Brief: Silicom, CISA, and NVIDIA developments - September 30, 2025
Silicom Ltd. announced it received a Design Win for its Field Programmable Gate Array (FPGA) Smart Card technology from a leading application delivery company. The customer will integrate this card for Secure Socket Layer (SSL) hardware acceleration and Post-Quantum Cryptography (PQC) encryption offload, enhancing server resource efficiency.
The projected revenue linked to this Design Win is expected to reach $2 million annually by the end of 2026. Ongoing discussions could lead to collaborations on a next-generation platform for larger-scale applications.
Liron Eizenman, CEO of Silicom, stated, “The fact that this global technology giant relies on our products to sharpen its performance edge is a vote of confidence that resonates with other industry leaders.” Eizenman noted the card’s capability to process large network traffic in real-time to meet demands for SSL acceleration.
CISA, in collaboration with the FBI and the UK’s National Cyber Security Centre, released joint guidance on enhancing cybersecurity for Operational technology (OT) systems. The guidance provides frameworks for organizations to maintain an accurate view of their OT architectures using asset inventories and manufacturer data.
This definitive record supports more in-depth risk assessments and the prioritization of critical systems. Key recommendations emphasize collaboration between OT and IT teams and alignment with international standards, including Indirect Evaporative Cooling (IEC) 62443 and ISO/IEC 27001.
NVIDIA announced significant advancements in robotics at the CoRL conference, introducing the open-source Newton Physics Engine and the Isaac GR00T N1.6 reasoning model. The Newton Physics Engine aims to assist researchers in developing adaptable robots by offering advanced capabilities.
The Isaac GR00T N1.6 model facilitates humanlike reasoning in robots, allowing them to interpret complex instructions and utilize prior knowledge. This development encourages integrating Artificial Intelligence (AI) into robotic systems, with institutions like Stanford University and ETH Zurich utilizing NVIDIA’s technologies for research.
NVIDIA also unveiled new Cosmos foundation models to enhance physical AI training processes, aiding developers in dataset generation. Furthermore, a dexterous grasping workflow for the Isaac Lab platform aims to enhance robotic manipulation capabilities. New AI infrastructure, including the GB200 NVL72 and RTX PRO servers, supports demanding robotic applications.
- Silicom secures $2M annual Design Win for FPGA Smart Card solution
Silicom received a Design Win valued at $2 million annually from a leading application delivery company for its FPGA Smart Card. - CISA and UK NCSC issue joint guidance for OT security
CISA and UK NCSC unveil guidance to enhance cybersecurity for OT systems with collaboration across teams. - NVIDIA enhances robotics research with new models and simulation tools
NVIDIA announced the open-source Newton Physics Engine and Isaac GR00T N1.6 model at CoRL 2025 to enhance robotics capabilities.