Enterprise Technology Signals

Dell’Oro Group says campus Ethernet switching rebounded in 2025 but AI component demand pushed prices higher.

Dell'Oro Group forecasts $97B in SASE spending for 2025–2030 as security policy drives enterprise network design.

Broadcom Inc. introduced an 802.11bn Wi‑Fi 8 AP and Trident X3+ switch with a unified architecture; it was sampling to early access customers.

Snyk unveiled the AI Security Fabric to provide continuous protection across code, agents and AI-native applications.

Pindrop expanded its partnership with NiCE to embed Passport, Protect and Pulse in NiCE CXone and Cognigy Voice.

Netskope introduced Netskope One Data Lineage to track data provenance and lifecycle for compliance and investigations.

DNSFilter reported a 30% rise in DNS threats from October 2024 to September 2025 and an average of 66 threats per user daily.

Darktrace launched SECURE AI to monitor AI prompts, agent activity and data flows across SaaS and cloud-hosted models.

Darktrace released its 2026 AI cybersecurity report and unveiled Darktrace / SECURE AI after a survey found 76% concerned about AI agents.

Microchip Technology introduced the MCPF1525 power module for AI and high performance computing power needs.

Aptean launched Paragon Route 360 on AppCentral, making the AI-native routing and scheduling product generally available on Feb. 3, 2026.

Avast made Scam Guardian available worldwide on mobile and launched Deepfake Guard for Windows PCS to detect malicious audio in video content.

Qualcomm Technologies, Inc. launched QAIPI 2026 – APAC to support startups in Japan, Singapore and South Korea developing edge AI solutions.

STMicroelectronics completed the acquisition of NXP Semiconductors’ MEMS sensors business covering automotive safety and industrial sensors.

Lam Research Corporation and CEA-Leti announced a multi-year agreement to develop materials and processes for Specialty Technology devices.

RudderStack introduced IaC-driven governance and a 5X Profiles performance update for its customer data infrastructure.

Kong introduced MCP Registry in Konnect Catalog to register, discover and govern MCP servers and AI-native tools.

LifeLock and government sources said the IRS flagged $16.5 billion in 2024 for possible identity fraud.

ABI Research said the upper 6 GHz and 7–8 GHz bands were focal areas for early 6G development.

Vision Inc.'s Global WiFi reached 24 million users and was Japan's No. 1 overseas Wi‑Fi rental service for nine consecutive years.