Mavenir Cognizant Supermicro AI and infrastructure updates - Week of December 15, 2025

Overview of Recent Activity

Vendors and organizations announced product releases, funding rounds, partnerships, analyst reports, standards roadmaps, and infrastructure advances affecting Artificial Intelligence (AI), networking, cloud, and cybersecurity operations during the reporting period.

Key Themes and Developments

Technology Releases & Product Enhancements

Super Micro introduced liquid-cooled NVIDIA HGX B300 systems with rack-validated configurations and high Graphics Processing Unit (GPU) density, Xsight Labs positioned its X2 switch as the programmable core for Starlink V3 with 12.8 Tbps capacity, Opera opened public access to its agentic Opera Neon browser, and Itential published an Model Context Protocol (MCP) server deployment guide for Microsoft Copilot integration.

Partnerships & Ecosystem Engagement

Cognizant agreed a five-year IT services deal with BayWa to manage core IT services and take on employees, IBM partnered with Pearson to deliver AI-powered learning products, Commvault integrated Delinea Secret Server with Commvault Cloud for credential management, and Nokia joined the SONiC Foundation as a Premier member with a board appointment.

Infrastructure, Platform, or Deployment Updates

Lockheed Martin advanced construction of an 88,000-square-foot Missile Assembly Building for NGI production, Digital Edge rebranded its Indonesian unit and secured $325 million to fund Jakarta data center projects, and Xsight said the X2 switch passed environmental qualification and would be used in Starlink V3 satellites launching on Starship.

Additional Updates from Other Organizations

The Ethernet Alliance released its 2026 Ethernet Roadmap covering AI data centers, optical transport, and BASE-T evolution, the Wireless Broadband Alliance published the WBA Industry Report 2026 with Wi‑Fi and OpenRoaming findings, CISA detailed PCI Express (PCIe) Immutable Deployment Environment (IDE) specification vulnerabilities and added two CVEs to its Known Exploited Vulnerabilities (KEV) Catalog, and Dell'Oro Group issued multiple market reports on data center infrastructure, routers, Secure Access Service Edge (SASE), and broadband trends.

Full Update Index

The Full Update Index compiles the covered announcements, advisories, analyst notes, and vendor releases that formed the basis of this brief for the reporting period.

1. Mavenir names leadership team and refocuses product strategy
   Mavenir named a senior leadership team and reorganized its operating model to further its telco-first, cloud-native, AI-by-design vision.
2. Cognizant signs five-year IT services agreement with BayWa
   Cognizant and BayWa agreed a five-year deal for Cognizant to manage BayWa's core IT services and take on staff.
3. Surf raises $15 million to fund Surf 2.0 and enterprise product
   Surf raised $15 million led by Pantera Capital to fund Surf 2.0 and expand an enterprise product with System and Organization Controls 2 (SOC 2) compliance.
4. Ethernet Alliance releases 2026 Ethernet Roadmap
   Ethernet Alliance released its 2026 Ethernet Roadmap detailing planned Ethernet upgrades for AI, automotive and next-generation connectivity.
5. Axiad names Accenture customer of the year
   Axiad named Accenture its 2025 Customer of the Year for its identity-first program and deployment of Axiad Conductor.
6. Nokia joins SONiC Foundation as premier member
   Nokia joined the SONiC Foundation as a Premier member and placed Mirza Arifovic on the SONiC Governing Board.
7. ASUS schedules virtual CES 2026 launch and AI showcase
   ASUS set a Jan. 6 virtual CES 2026 launch to showcase AI-enabled devices and to offer hands-on demos in Las Vegas Jan. 5–8.
8. Wireless Broadband Alliance releases Industry Report 2026
   Wireless Broadband Alliance released the WBA Industry Report 2026 with survey findings on Wi‑Fi, 5G and OpenRoaming.
9. Xsight Labs X2 to enable Starlink V3 satellite networking
   Xsight Labs X2 switch will serve as the networking core for Starlink V3 satellites with 12.8 Tbps switching capacity.
10. CISA details PCIe IDE specification vulnerabilities
    CISA details PCIe IDE specification flaws that can allow local actors to cause receivers to accept stale or corrupted data.
11. Super Micro Computer introduces liquid-cooled NVIDIA HGX B300 systems
    Super Micro Computer introduced liquid-cooled NVIDIA HGX B300 systems for high-density hyperscale and AI factory deployments.
12. CISA updates KEV catalog with two vulnerabilities
    CISA added CVE-2022-37055 and CVE-2025-66644 to its KEV Catalog.
13. Dell’Oro Group reports 18% growth in data center physical infrastructure
    Dell’Oro Group says DCPI revenue rose 18% year‑over‑year in 3Q 2025 on hyperscaler AI buildouts and deployment conversions.
14. Lockheed Martin advances construction on 88,000-square-foot NGI facility
    Lockheed Martin advanced construction on an 88,000-square-foot Missile Assembly Building-5 in Courtland to support production of the Next Generation Interceptor.
15. Dell’Oro Group reports 23% growth in High End Router revenue
    Dell’Oro Group says High End Router revenue rose 23% in 3Q 2025, led by a 68% increase in Core Routers.
16. Deloitte outlines CES 2026 schedule and sessions
    Deloitte detailed its CES 2026 schedule of sessions, speakers and LinkedIn Live briefings for Jan. 6–9 in Las Vegas.
17. Commvault integrates Delinea Secret Server with Commvault Cloud
    Commvault integrated Delinea Secret Server with Commvault Cloud to improve credential security and compliance for joint customers.
18. Dell'Oro Group reports 21% SASE growth in 3Q2025
    Dell'Oro Group said global SASE revenue rose 21% year-over-year in 3Q2025 to nearly $3 billion; Access Router revenue fell 25%.
19. Digital Edge renames Indonesian unit Digital Edge Indonesia
    Digital Edge renamed EDGE Dual Connectivity (DC) to Digital Edge Indonesia and secured $325 million from BCA to fund Jakarta projects.
20. Capgemini selected for EU cybersecurity framework contract
    Capgemini joined a consortium chosen by the European Commission for a four-year cybersecurity contract covering 71 EU institutions.
21. Dell'Oro Group reports broadband shift from speed to experiential quality
    Dell'Oro Group says broadband will shift from headline speeds to latency, jitter and reliability in 2026.
22. Shell launches upgraded Helix Ultra Lightning engine oil
    Shell unveiled an upgraded Shell Helix Ultra Lightning engine oil in Abu Dhabi, with exclusive China distribution via TUHU.
23. Itential outlines MCP setup for Microsoft Copilot
    Itential details deploying its MCP server and integrating it with Microsoft Copilot AI Studio for tool discovery and workflow automation.
24. Opera Limited opens public access to Opera Neon
    Opera opened public access to Opera Neon, an agentic browser offering subscribers access to top AI models and agent tools.
25. IBM partners with Pearson to build AI learning tools
    IBM and Pearson formed a global partnership to build AI-powered learning products for organizations and institutions.