Nvidia Broadcom Zscaler and others report Feb 2026 - Week of February 9, 2026
Overview of Recent Activity
Vendors and analysts announced product releases, partnerships, deployments, and market forecasts that affected enterprise networking, cloud and Artificial Intelligence (AI) infrastructure, security controls, and orchestration approaches during the reporting period.
Key Themes and Developments
Technology Releases & Product Enhancements
Broadcom introduced a Wi‑Fi 8 Access Point (AP) and Trident X3+ switch and began sampling the unified AP and switch solution; Microchip launched the MCPF1525 power module for AI and High performance computing (HPC) power needs; Darktrace released SECURE AI to monitor prompts, agent activity and data flows across Software-as-a-Service (SaaS) and cloud models.
RelationalAI appeared in Gartner's inaugural Decision Intelligence Magic Quadrant and described Snowflake-native General Availability (GA) capabilities; CalAmp updated the Here Comes The Bus app with Single Sign-On (SSO), district-controlled map visibility and telematics integration; Alice published the Caterpillar open-source scanner for OpenClaw agents.
Partnerships & Ecosystem Engagement
Chubb selected Arctic Wolf as a preferred Managed Detection and Response (MDR) provider for cyber policyholders with more than 100 employees; Cognizant formed a partnership with Palantir to integrate Foundry and Application Integration Platform (AIP) into TriZetto and business process operations; CompTIA and SGInnovate signed an MOU for AI and cybersecurity upskilling in Singapore.
Zscaler acquired SquareX to extend browser-based zero trust capabilities and closed the deal Feb. 5, 2026; Varonis announced plans to acquire AllTrue.AI to add real-time AI visibility and guardrail enforcement.
Infrastructure, Platform, or Deployment Updates
Arelion provided secure low-latency IP Transit to Rome’s Fiumicino and Ciampino airports and reported a 10 percent latency decrease; SoftBank and Ericsson deployed an AI-controlled Massive Multiple-Input Multiple-Output (MIMO) optimization system that increased 5G downlink throughput by 24 percent in trials and began venue rollouts.
Itential described deployments standardizing deterministic orchestration at a Tier 1 service provider and a Graphics Processing Unit (GPU) cloud operator, including event-triggered diagnostics, lifecycle-based service models and FlowAI agent demos that generated PyATS tests and automated reporting.
Additional Updates from Other Organizations
Dell’Oro Group revised near-term Cloud Radio Access Network (C-RAN) (RAN) and multi-vendor Radio Access Network (RAN) forecasts and published a separate projection that AI back-end switch spending will exceed $100 billion by 2030, noting Ethernet dominance in scale-up and scale-out fabrics.
Application Binary Interface (ABI) Research forecast the core grid management software market would reach US$77.2 billion by 2035; Cyberhaven Labs released an AI adoption and risk report highlighting uneven enterprise AI use and gaps in data governance based on tracked data movements.
Full Update Index
This brief summarized the provided company announcements, vendor blogs, demos, analyst notes, and research reports published during the reporting period.
- Arctic Wolf selected by Chubb as preferred MDR provider
Chubb selected Arctic Wolf as a preferred MDR provider for Chubb cyber policyholders with more than 100 employees. - RelationalAI included in Gartner 2026 Magic Quadrant
RelationalAI was included in Gartner's inaugural 2026 Magic Quadrant for Decision Intelligence Platforms. - Nvidia CEO Jensen Huang says AI build-out is largest in history
Nvidia CEO Jensen Huang said the AI infrastructure build-out was the largest in history and that roughly $660 billion in Capital Expenditure (CAPEX) was sustainable. - CalAmp launches updated Here Comes The Bus app
CalAmp launched an updated Here Comes The Bus parent app with district-controlled map visibility, SSO support, and streamlined onboarding. - LinkedIn details adoption of SONiC
Zaid Kahn explains how LinkedIn adopted SONiC to improve visibility, telemetry and operational control in production networks. - Itential details Gartner findings on agentic operations
Gartner says AI agents will move beyond copilots into infrastructure work, requiring links between reasoning and governed execution. - Cognizant partners with Palantir on AI integration
Cognizant formed a partnership with Palantir to integrate Palantir Foundry and AIP into TriZetto and business process operations. - Varonis Systems, Inc. to acquire AllTrue.AI to add AI TRiSM capabilities
Varonis Systems, Inc. said it would acquire AllTrue.AI to add real-time AI visibility and guardrail enforcement. - Itential details network standardization at a Tier 1 service provider
A Tier 1 service provider deployed Itential to standardize network operations with deterministic orchestration and lifecycle management. - Itential outlines Gartner predictions on agentic AI for I&O
Gartner forecasts widespread agentic AI adoption in IT operations by 2029 and calls for orchestration, governance, and auditability. - Itential demonstrates building FlowAI network agents in minutes
Itential demo shows creating a FlowAI network agent that runs PyATS tests and posts results to Slack and email. - Itential outlines orchestration for GPU cloud operator
A GPU cloud provider standardized event-driven diagnostics and vendor-agnostic orchestration with Itential to scale multi-site operations. - Zscaler acquires SquareX to extend zero trust browser capabilities
Zscaler acquired SquareX to extend Zero Trust browser capabilities for the AI Edge Resource Allocator (ERA), closing the deal Feb. 5, 2026; terms were not disclosed. - Arelion provides IP transit to Rome airports
Arelion provided secure, low-latency IP Transit to Rome's Fiumicino and Ciampino Airports, with a reported 10% decrease in latency. - SoftBank Corp. deploys AI system to optimize Massive MIMO
SoftBank Corp. and Ericsson Japan K.K. demonstrated and deployed an AI system that improved 5G downlink throughput by 24%. - Darktrace launches SECURE AI to oversee enterprise AI
Darktrace launched SECURE AI to monitor AI prompts, agent activity and data flows across SaaS and cloud-hosted models. - Dell’Oro Group revises near-term Cloud RAN and multi-vendor RAN forecasts
Dell'Oro Group lowers near-term Cloud RAN and multi-vendor RAN forecasts while noting Open Fronthaul adoption. - Microchip Technology introduces MCPF1525 power module
Microchip Technology introduced the MCPF1525 power module for AI and HPC power needs. - Dell’Oro Group forecasts AI back-end switch spending to top $100 billion by 2030
Dell’Oro Group forecasts AI back-end switch spending will exceed $100 billion by 2030 and says Ethernet will dominate scale-up and scale-out. - Broadcom Inc. introduces Wi‑Fi 8 AP and switch
Broadcom Inc. introduced an 802.11bn (Wi-Fi 8) Wi‑Fi 8 AP and Trident X3+ switch with a unified architecture; it was sampling to early access customers. - Alice releases Caterpillar open-source scanner for OpenClaw
Alice released Caterpillar, a free open-source scanner for OpenClaw that flagged malicious skills used by about 6,000 users. - CompTIA partners with SGInnovate on Singapore upskilling program
CompTIA and SGInnovate signed an MOU to provide certifications and a CyberReady+ bootcamp for Singapore's deep tech talent. - Cyberhaven Labs releases 2026 AI adoption and risk report
Cyberhaven Labs released a report showing uneven enterprise AI adoption and gaps in data governance based on billions of data movements. - Vision Inc. reaches 24 million Global WiFi users
Vision Inc.'s Global WiFi reached 24 million users and was Japan's No. 1 overseas Wi‑Fi rental service for nine consecutive years. - ABI Research projects core grid management software market to reach US$77.2B
ABI Research forecast the core grid management software market would reach US$77.2 billion by 2035 amid rising grid pressures from data centers and Electric Vehicle (EV) charging.