Enterprise Technology Signals

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, integrating with Flink, Spark, and lakehouse formats. Pony Mail is a scalable web mail archive browser for browsing and searching millions of messages.

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.

Sophos partnered with OpenAI to deliver frontier models to MSPs through Sophos Fusion, plus early access AI Defense for shadow AI governance.

Apiiro joined Chainguard’s Athena coalition and integrated with Chainguard, adding free AutoFix access for open source maintainers.

Infoblox completed its acquisition of Kentik, adding real-time network intelligence and observability to its networking and security platform.

Synack Red Team researcher Malcolm Stagg presented NatJack, a NAT attack class, with two assigned CVEs and interim mitigations.

Gilat Satellite Networks demonstrated an AI-based interference detection and cancellation technology for satellite links, citing up to 10x performance gains.