Enterprise Technology Signals

SEALSQ said the EPO granted a divisional patent covering “Back-to-Physical” NFT claims for provisioning NFTs into semiconductors.

Dell’Oro Group reports 1Q 2026 SASE market revenue rose 21% year over year to over $3B, with SSE and AI governance driving demand.

Dell’Oro forecasts IPoDWDM revenue growth at 27% CAGR through 2030 and expects ZR+ optics shifts with scale-across DCI.

MinIO won 2026 Databricks ISV Storage Partner of the Year at the Data + AI Summit for OpenSharing-enabled zero-copy querying.

Applied Materials introduced Centris Spectral SiN ALD and Producer Selectra Mo Etch to improve dielectric deposition and selective metal removal in high-aspect-ratio 3D logic and 3D NAND. The company cites uniform top-to-bottom processing, low-temperature operation, and validation in high-volume manufacturing, targeting yield and device performance.

Checkmarx said its Checkmarx One hybrid SAST engine reached an F1 score of 0.64 and reduced false positives by 60% in tests.

Delinea and Cyera announced an API integration that correlates privileged identities with sensitive data exposure discovered by Cyera. The combined view updates identity risk scoring in Delinea based on data classification and exposure context, guiding access reviews and least-privilege remediation across human, machine, and AI agents.

Weaviate said Engram is generally available in Weaviate Cloud with a free tier and scoped, durable memory built asynchronously.

Acronis and Eyetech hosted interactive cyber safety sessions in Malta for about 60 children ages 8-13.

Gigamon and Zscaler integrated ZPA with Gigamon AMI to add application activity visibility for Zero Trust and hybrid cloud environments.

Modat launched native Passive DNS intelligence in Magnify, unifying IP, device fingerprint, certificates, and Passive DNS in a pivot-driven investigation flow.

Reco extended its Reco Platform with Claude Security integration to govern Claude across Enterprise and Platform and enable Reco Graph investigations.

SEALSQ and WISeKey reported QSOC progress, targeting a Q4 2026 SpaceX launch for a post-quantum security cloud in space.

Aviz’s blog describes next-gen DPI using payload intelligence, dynamic updates, and JSON/Kafka metadata exports for observability.

Netskope Threat Labs says OAuth authorization abuse persists after consent, and AI agents increase token exposure without review or rotation.

Dell’Oro projects 6G RAN capex will reach $0.5T by 2034 and cumulative 6G RAN revenue will exceed $100B in the first six years.

CISA guidance describes a crypton-x509-validation NameConstraints enforcement failure in Haskell TLS, tracked as CVE-2026-9648, where a sub-CA can validate certificates outside permitted SAN scopes for full session visibility. The fix is version 1.9.1.

MSX launched X Card, integrating digital asset accounts with Visa payments, Google Pay, remittances, and ATM withdrawals with PCI DSS Level 1.

ZeroFox launched ZeroFox AI Analytics, adding real-time external threat visibility, plain-language querying, dashboards, and scheduled PDF/CSV reporting.

Dell’Oro Group reports $4.4B Broadband Access revenue in 1Q 2026, with US DOCSIS 4.0 spending and 73% Y/Y Wi-Fi 7 router growth.