Enterprise Technology Signals

Dell’Oro Group forecasts High End Router and Aggregation Switch revenue of $19B by 2030, driven by AI infrastructure buildout.

Crusoe and ON.energy will deploy 5 GW of ON.energy AI UPS™ across multiple hyperscale campuses starting in 2026.

ABI Research forecast OT Ethernet in defense and military applications will grow from $7.4B in 2026 to $9.7B by 2030.

Nokia says its AI-RAN roadmap and timeline are largely unchanged while it refines migration messaging and merchant silicon confidence.

Brevan Howard is using QuestDB for live and historic market data to support systematic trading and pre-trade analysis.

CalAmp said it added general availability remote monitoring for Modbus-enabled specialty equipment, capturing and delivering machine data for operations and maintenance.

Flexera named Mike Jerich president and CEO, along with AI Cost Management and expanded FinOps capabilities.

Standard Chartered and Broadcom committed to modernize infrastructure with VMware Cloud Foundation for secure private cloud services across 54 markets.

NVIDIA and Noetra will deploy an NVIDIA Vera Rubin AI factory in Japan under METI’s FRONTia Project, using Vera CPUs and Rubin GPUs.

NVIDIA said Japan’s physical AI leaders will build with Cosmos, Isaac, Metropolis and Jetson, and that Cosmos 3 Edge will run on-device vision and robot policies.

NVIDIA said Japanese organizations are building AI models with NVIDIA Nemotron open models, including Swallow, Sarashina, and Stockmark document-understanding use cases.

“The Savvy CIO” podcast series starts July 22, with 10 Season One episodes featuring Bradd Busick and guests including IBM and IDC.

Sophos Fusion unites security and identity functions with a shared data layer and coordinated response, with expansions planned Aug–Oct 2026.

Tenable expanded Tenable One with application security static code vulnerability data integration to connect code to runtime exposure signals.

Crusoe and Lancium plan a 1.0 GW grid-connected AI data center campus in Childress, with Lancium owning the 270-acre site.

TALON case study says a nonprofit health plan cut TiC MRF cycle time from 45 days to under 24 hours and launched real-time cost transparency.

Wireless Infrastructure Association-commissioned reports say satellite D2D complements terrestrial wireless rather than replacing it.

Nokia said it launched a commercial AI-RAN platform built on anyRAN software and NVIDIA’s Aerial AI-RAN, with pilots in late 2026.

Sophos’ 2026 State of Ransomware report says 79% of attacks started with compromised identities.

Rackspace Technology announced it was named a leader in two categories in the 2026 ISG Provider Lens Private/Hybrid Cloud Data Center Services report across the US and the UK. The company cites managed AI-ready infrastructure services, AI Reliability Engineering, sovereign cloud options, VMware Cloud Foundation architectures, and regulated-industry governance, security, and compliance support.