Sovereign AI and agent tooling updates across Nokia, Weaviate, Itential - Week of February 23, 2026
Companies mentioned
Overview of Recent Activity
Nscale and Nokia expanded plans for telecom-hosted “Sovereign AI” infrastructure, while Weaviate released Weaviate Agent Skills and Itential advanced Model Context Protocol-based agent workflows. Dell’Oro Group reported growth and stabilization signals across optical transport and RAN markets. Cybersecurity coverage included Netskope AI governance guidance for health systems and Kyndryl’s Kyndryl Intelligent Recovery Service for recovery at scale.
Key Themes and Developments
Technology Releases & Product Enhancements
Weaviate released Weaviate Agent Skills, an open-source repository with structured skills, slash commands, and production-ready cookbooks for coding agents. The release built on Weaviate’s Query Agent, which supported natural language queries across multiple collections and added features including multi-collection routing and reranking.
Itential described MCP as a model-focused integration contract and outlined governance-oriented session behavior for agent tool use. Itential also detailed FlowAgent Builder updates adding native language support for agent creation and operation in languages other than English.
Partnerships & Ecosystem Engagement
Nscale partnered with Nokia to support telecom operators converting national fiber and edge sites into “high-performance data centers.” Nokia supplied 7220 IXR and 7750 SR platforms for Nscale’s AI-ready data centers, and the companies planned deployments “up to 300,000 GPUs.”
SEALSQ Corp mutually agreed with Quobly to halt talks over a potential majority investment or acquisition and instead pursue a minority investment tied to Quobly’s Series A. The companies said they planned to continue their technical and industrial collaboration announced in Nov. 2025.
Infrastructure, Platform, or Deployment Updates
Nscale proposed “Sovereign AI” infrastructure so data would remain within regional borders while supporting efficiency and automation. The company was building high-density data centers with Direct Liquid Cooling (DLC) and described plans for a 50 Megawatt (MW) AI Campus in Loughton, U.K.
Kyndryl launched Kyndryl Intelligent Recovery Service (KIRS), described as a cloud-based offering integrated with its Bridge platform. KIRS provided automated recovery workflows and unified dashboards across hybrid and multicloud environments, with support for cloud platforms, containerized workloads, and databases.
Additional Updates from Other Organizations
Dell’Oro Group reported optical transport revenue rose 10 percent in 2025, with DCI WDM purchases up nearly 40 percent. The report also said the Optical Transport market is forecast to grow 10 percent in 2026, with DCI revenue growing at a much higher rate.
Dell’Oro Group also reported the RAN market stabilized in 2025, expecting total RAN to remain mostly flat in 2026. The report said vendor concentration increased, with the Herfindahl–Hirschman Index reaching a 10-year high, and listed Huawei, Ericsson, Nokia, ZTE, and Samsung Electronics among top suppliers by revenue share.
Full Update Index
Nscale partners with Nokia to build sovereign AI infrastructure; Weaviate introduces Agent Skills repository; Analog Devices to speak at Morgan Stanley TMT conference; Collins Aerospace flies Sidekick on GA-ASI YFQ-42A; BAE Systems rolls out CV9035 MkIV to Slovakia; SEALSQ Corp halts majority investment talks with Quobly; Semperis centers documentary at RSAC keynote; Itential outlines MCP as a new integration contract; Itential named to Futuriom 50 list for 2026; Carahsoft Technology Corp named 2025 distributor of the year; Itential details FlowAI agent that outputs network mind maps; Dell’Oro Group reports 10 percent growth in optical transport in 2025; Itential details native language support in FlowAgent; Itential outlines AI reasoning paired with deterministic orchestration; Netskope outlines AI governance steps for health systems; Dell’Oro Group reports RAN market stabilized in 2025; Kyndryl launches Kyndryl Intelligent Recovery Service.
- Nscale partners with Nokia to build sovereign AI infrastructure
Nscale proposed telecoms host 'Sovereign AI' infrastructure and partnered with Nokia to accelerate AI-ready data centers. - Weaviate introduces Agent Skills repository
Weaviate released Agent Skills, an open-source repository with skills, cookbooks, and slash commands for coding agents and developers. - Analog Devices, Inc. to speak at Morgan Stanley TMT conference
Analog Devices said CFO Richard Puccio would speak at the Morgan Stanley TMT conference in San Francisco on March 3. - Collins Aerospace flies Sidekick on GA-ASI YFQ-42A
Collins Aerospace flew Sidekick on a GA-ASI YFQ-42A in a four-hour autonomous test supporting the U.S. Air Force CCA effort. - BAE Systems rolls out CV9035 MkIV to Slovakia
BAE Systems Hägglunds rolled out the first CV9035 MkIV for the Slovak Armed Forces in Örnsköldsvik, Sweden. - SEALSQ Corp halts majority investment talks with Quobly
SEALSQ Corp and Quobly halted talks on a SEALSQ majority investment and will pursue a minority stake tied to Quobly's Series A. - Semperis centers documentary at RSAC keynote
Semperis said its documentary Midnight in the War Room would be the central focus of an RSAC 2026 keynote on March 26. - Itential outlines MCP as a new integration contract
Itential says MCP establishes a model-focused integration contract to reduce model-to-tool integration complexity. - Itential named to Futuriom 50 list for 2026
Itential was named to Futuriom’s 2026 Top 50 list for the sixth consecutive year, spanning three report categories. - Carahsoft Technology Corp. named 2025 distributor of the year
Gigamon named Carahsoft Technology Corp. its 2025 Distributor of the Year for North America Public Sector work. - Itential details FlowAI agent that outputs network mind maps
Itential demonstrates a FlowAI agent that generates network mind maps from live device data using PyATS in about two minutes. - Dell'Oro Group reports 10 percent growth in optical transport in 2025
Dell'Oro Group found Optical Transport revenue rose 10 percent in 2025 as DCI WDM purchases grew nearly 40 percent. - Itential details native language support in FlowAgent
Itential added native language support to FlowAgent Builder to let teams create and run AI agents in languages other than English. - Itential outlines AI reasoning paired with deterministic orchestration
Itential says pairing AI reasoning with ReAct agents and deterministic orchestration enables governed, auditable network changes. - Netskope outlines AI governance steps for health systems
Netskope outlines governance steps for health systems adopting AI, emphasizing data control and shared risk decisions. - Dell’Oro Group reports RAN market stabilized in 2025
Dell’Oro Group says the RAN market stabilized in 2025 with flat expectations for 2026 and increased vendor concentration. - Kyndryl launches Kyndryl Intelligent Recovery Service
Kyndryl launched Kyndryl Intelligent Recovery Service to automate incident recovery and support business continuity and regulatory compliance.