Enterprise Technology Records

Dell’Oro Group says agentic AI and inference drive more than half of front-end switch growth and adoption of 800 Gbps and 1.6 Tbps.

Dell’Oro Group forecasts the Data Center IT Semiconductors and Components market will reach $1.8 trillion by 2030.

ABI Research projects AI revenue in product design to rise from $628M in 2025 to $4.3B by 2035. It reports strong AI activity in mechanical design and simulation, with most value expected from…

Celona introduced Celona Orion, unifying private 5G, Wi-Fi, public cellular, and satellite into a deterministic secure fabric with Orchestrator AI and phased availability in Q4 2026.

Nimble appointed Tanya Andreev Kaspin as CFO as it scales Web Search Agents built for AI agent workflows.

Dell’Oro forecasts SASE revenue to reach $24B by 2030, driven by SD-WAN recovery and expanded SSE monetization.

Dell’Oro says Open Fronthaul is set to become the preferred interface while Cloud RAN and multi-vendor RAN follow different adoption paths.

Cloudera’s survey found 95% of organizations delayed or canceled AI initiatives due to data governance, compliance, or regulatory challenges.

Applied Materials said UC Berkeley will join its EPIC Center in Silicon Valley as a research collaborator. EPIC is planned to be operational in 2026.

Nutanix released an open-source MCP server for Nutanix Cloud Platform, connecting AI tools to NCP via the Prism v4 API Gateway.

SEALSQ said it will start a second phase in September for its $200M SEALQuantum.com initiative.

Rackspace Technology appointed Pranav Nambiar as SVP and GM of AI Infrastructure to lead governed AI infrastructure, partnerships and go-to-market.

The Apache Software Foundation announced Apache Fluss and Apache Pony Mail as Top-Level Projects. Fluss is positioned as lakehouse-native streaming storage for real-time analytics and AI…

Broadcom updated VMware vDefend and Avi Load Balancer for VMware Cloud Foundation, adding lateral security, on-prem and air-gapped support, and WAAP/API protection.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and that it launched Cequence AI Gateway in Japan.

Sophos partnered with OpenAI to bring frontier models to MSPs via Sophos Fusion and referenced Sophos AI Defense for governing AI usage.

Apiiro joined Chainguard-led Athena and integrated platforms, making AutoFix free for open source maintainers.

Infoblox completed its Kentik acquisition, adding real-time network intelligence and observability to support trusted data for AI-driven operations.

Synack said NatJack research targets NAT design assumptions, reports two CVEs, and described no single patch plus interim mitigations.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and the firm launched Cequence AI Gateway in Japan.