Kyndryl Itential Nscale Weaviate update - Week of February 23, 2026

Overview of Recent Activity

Kyndryl launched a cloud-based recovery service and multiple vendors published Artificial Intelligence (AI), orchestration, integration, and infrastructure updates that affect enterprise recovery, agentic operations, data center deployments, optical transport procurement, and AI governance for regulated sectors.

Key Themes and Developments

Technology Releases & Product Enhancements

Kyndryl launched Kyndryl Intelligent Recovery Service to automate incident recovery, provide unified recovery dashboards, and support cloud, containerized workloads, and databases.

Weaviate released Weaviate Agent Skills, an open-source repository for agent skills and cookbooks. Itential added native language support to FlowAgent Builder and outlined Model Context Protocol (MCP) as a model-focused integration contract and paired AI reasoning with deterministic orchestration.

Partnerships & Ecosystem Engagement

Nscale partnered with Nokia to convert telecom fiber and edge sites into AI-ready data centers, with Nokia supplying routing, optical, and switching platforms and investing in Nscales Series B to support planned Graphics Processing Unit (GPU) deployments.

Itentials materials noted integrations across AI Operations (AIOps), observability, ITSM and cloud platforms and referenced ecosystem partners; SEALSQ and Quobly paused majority investment talks and agreed to continue technical collaboration while pursuing a potential minority investment tied to Quoblys Series A.

Infrastructure, Platform, or Deployment Updates

The DellOro Group reported optical transport equipment revenue rose 10 percent in 2025 with Data Center Interconnect (DCI) Wavelength Division Multiplexing (WDM) purchases up nearly 40 percent and direct cloud provider purchases up about 50 percent, affecting procurement and supplier exposure for enterprise networks.

Collins Aerospace flew its Sidekick autonomy software on a GAASI YFQ-42A in a four-hour autonomous test intended to support the U.S. Air Forces Collaborative Combat Aircraft effort, and BAE Systems rolled out the first CV9035 MkIV for Slovakia as part of a 152-vehicle program.

Additional Updates from Other Organizations

Semperis centered its RSAC keynote on the documentary Midnight in the War Room to examine human stakes in cyber conflict. Netskope presented AI governance steps for health systems focusing on data control, shared risk decisions and defensive monitoring.

Analog Devices scheduled a CFO presentation at a Morgan Stanley conference and SEALSQ described its work on post-quantum and secure semiconductor solutions while pausing a majority transaction with Quobly.

Full Update Index

This Full Update Index covered the reporting periods collected articles addressing product releases, protocol definitions, partnerships, infrastructure deployments, market data, and governance guidance for enterprise stakeholders.

1. Kyndryl launches Kyndryl Intelligent Recovery Service
   Kyndryl launched Kyndryl Intelligent Recovery Service to automate incident recovery and support business continuity and regulatory compliance.
2. Itential named to Futuriom 50 list for 2026
   Itential was named to Futuriom’s 2026 Top 50 list for the sixth consecutive year, spanning three report categories.
3. Semperis centers documentary at RSAC keynote
   Semperis said its documentary Midnight in the War Room would be the central focus of an RSAC 2026 keynote on March 26.
4. Itential outlines MCP as a new integration contract
   Itential says MCP establishes a model-focused integration contract to reduce model-to-tool integration complexity.
5. Analog Devices, Inc. to speak at Morgan Stanley TMT conference
   Analog Devices said CFO Richard Puccio would speak at the Morgan Stanley TMT conference in San Francisco on March 3.
6. SEALSQ Corp halts majority investment talks with Quobly
   SEALSQ Corp and Quobly halted talks on a SEALSQ majority investment and will pursue a minority stake tied to Quobly's Series A.
7. Collins Aerospace flies Sidekick on GA-ASI YFQ-42A
   Collins Aerospace flew Sidekick on a GA-ASI YFQ-42A in a four-hour autonomous test supporting the U.S. Air Force Code Coverage Analyzer (CCA) effort.
8. Weaviate introduces Agent Skills repository
   Weaviate released Agent Skills, an open-source repository with skills, cookbooks, and slash commands for coding agents and developers.
9. Dell'Oro Group reports 10 percent growth in optical transport in 2025
   Dell'Oro Group found Optical Transport revenue rose 10 percent in 2025 as DCI WDM purchases grew nearly 40 percent.
10. Netskope outlines AI governance steps for health systems
    Netskope outlines governance steps for health systems adopting AI, emphasizing data control and shared risk decisions.
11. Itential details native language support in FlowAgent
    Itential added native language support to FlowAgent Builder to let teams create and run AI agents in languages other than English.
12. Itential outlines AI reasoning paired with deterministic orchestration
    Itential says pairing AI reasoning with ReAct agents and deterministic orchestration enables governed, auditable network changes.
13. Nscale partners with Nokia to build sovereign AI infrastructure
    Nscale proposed telecoms host 'Sovereign AI' infrastructure and partnered with Nokia to accelerate AI-ready data centers.
14. BAE Systems rolls out CV9035 MkIV to Slovakia
    BAE Systems Hägglunds rolled out the first CV9035 MkIV for the Slovak Armed Forces in Örnsköldsvik, Sweden.