Enterprise Technology Signals

Dell’Oro forecasts DCPI manufacturer revenue will reach $120 billion by 2030, growing 22% CAGR from 2025.

Allot will chair a Post-Quantum Communications consortium supported by Israel’s Innovation Authority to develop PQC, QKD, and hybrid approaches.

Teleport added Linux Desktop support as a protected resource in its Infrastructure Identity Platform, applying unified controls to workstations.

Rapid7’s Q2 2026 report said newly exploited vulnerabilities rose from 8% to 40%, with more zero-click flaws, missing authentication, and ransomware geography changes.

Illumio said it was named a Leader and “Customer Favorite” in Forrester’s Microsegmentation Solutions Q3 2026.

Space said it built a distributed filesystem streaming required byte ranges and announced a $2.4M pre-seed.

Dell’Oro Group says worldwide RAN revenue rose modestly in 2Q 2026, extending growth to three quarters while 2026 stays broadly flat.

Concentric AI made a vision-model feature available in its Semantic Intelligence platform to detect passports and U.S. driver licenses by visual signatures.

Carahsoft Technology Corp. announced 2026 cybersecurity and Zero Trust events for U.S. public sector organizations. The release highlights partnerships, buyer’s guides, and an access-to-lab program for demos and training. It lists scheduled summits and forums covering AI security, risk management, cloud, identity, and supply chain security.

NVIDIA secured land, power and shell capacity at PORTS-Pike in Ohio, with OpenAI using the site for 8 IT-GW of AI factory capacity.

Fortinet acquired Virtue AI to add agentic red-teaming, continuous AI validation, and real-time guardrails to its AI security offerings.

Dell’Oro projects higher-speed campus switch ports will make up over half of revenues by 2029.

Micron Technology launched the $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, targeting shifts from generative models to AI that reasons, acts, and interacts with the physical world. The fund expands Micron Ventures’ capital commitments to $550 million across four domains: model architecture, compute, enterprise applications, and physical AI.

Cerebras powered Ultrafast mode in the OpenAI API for GPT-5.6 Sol, offering up to 750 output tokens per second in limited preview.

Carahsoft plans to attend MESC 2026 in Portland with 30+ partners and will join Optum for a session on Medicaid AI scaling.

Dell’Oro Group says agentic AI and inference drive more than half of front-end switch growth and adoption of 800 Gbps and 1.6 Tbps.

Dell’Oro Group forecasts the Data Center IT Semiconductors and Components market will reach $1.8 trillion by 2030.

ABI Research projects AI revenue in product design to rise from $628M in 2025 to $4.3B by 2035. It reports strong AI activity in mechanical design and simulation, with most value expected from embedding AI into engineering workflows rather than standalone copilots, and highlights vendor competition.

Celona introduced Celona Orion, unifying private 5G, Wi-Fi, public cellular, and satellite into a deterministic secure fabric with Orchestrator AI and phased availability in Q4 2026.

Nimble appointed Tanya Andreev Kaspin as CFO as it scales Web Search Agents built for AI agent workflows.