Enterprise Technology Signals

Dell’Oro projects $35B in AI RAN revenue (2026-2030) and says overall RAN market growth will not expand.

Eviden said its KMS integration with Salesforce on Hyperforce and Shield: Platform Encryption supports a BYOSE model with keys hosted in Europe.

Hopsworks released Hopsworks 5.0, adding embedded coding agents and terminal, a redesigned UI and Wizard, Trino SQL and Superset dashboards, and new data and governance features.

The Eclipse Foundation and ORC Working Group launched the ORC Learning Hub, free training on EU CRA readiness for open source roles.

Preliminary AIRQ findings of 100 enterprise AI agents cite a shared “lethal trifecta” and say ~11% qualify as “fortified leaders.”

Digital Realty priced an underwritten public offering of 12.31 million shares of its common stock by Blackstone affiliates at $185 per share. The shares will be issued to Blackstone at closing of a related acquisition of Blackstone’s interests in two joint ventures, expected June 30, 2026.

Digital Realty said affiliates of Blackstone will sell $2.346 billion of non-voting common stock in an underwritten registered public offering, issued to Blackstone only at the close of Digital Realty’s acquisition of Blackstone’s interests in two joint ventures. The non-voting shares convert automatically to voting common stock on transfer. The company will not receive proceeds.

Gilat Satellite Networks received $43 million in additional Sidewinder ESA orders for line-fit and retrofit deliveries over 18 months.

TALON and Smart Data Solutions expanded an integration using Universal Repricer and UAPA™ for batch EDI 837 repricing in SDS.

Carahsoft announced its 2026 human capital technology initiatives and event calendar for government agencies. The company highlighted workforce and HR solutions through partner ecosystems and described participation at major conferences, including SHRM and several HR and workforce development events, to support talent management and workforce modernization.

Reco Agent Security extends the Reco Platform to discover, map, monitor, and remediate AI agent risk across connected apps, identities, permissions, and workflows.

Mimecast appointed Ranjan Singh as CEO effective immediately, succeeding Marc van Zadelhoff, who will serve as a board advisor. Singh previously served as Chief Product & Technology Officer and led integration and AI platform development. The release outlines Singh’s background and Mimecast’s human, data, and AI risk platform.

OneTrust was named a Leader in Snowflake’s Modern Marketing Data Stack 2026 Privacy and Consent category.

Nokia joined a Finnish Border Guard-led consortium to supply secure connectivity for counter-drone capabilities for patrol vehicles and boats.

The post argues that AI will outpace patching and urges data-centric access controls to manage exposure while fixes are pending.

The blog uses Abraham Wald’s WWII “bullet holes” parable to argue AI security audits can miss catastrophic unmonitored risks.

Abstract launched Abstract Workers, building and deploying AI agents that complete legal and compliance workflows inside existing tools, including email, Slack and Clio.

As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges. The post Ericsson Changing of the Guard appeared first on Dell'Oro Group.

After attending Cisco Live 2026 and HPE Discover 2026, Dell’Oro Group's Senior Director Siân Morgan analyzes how Cisco and HPE are connecting AI, security, automation, and campus networking strategies to capture enterprise opportunities. The post HPE Discover vs. Cisco Live: What the Leading Vendors are Saying about Campus Networking appeared first on Dell'Oro Group.

Microsoft Windows 10 and 11 WinRE can bypass UEFI/BIOS password enforcement, including cases affecting BitLocker.