Cloud

Infoblox agreed to acquire Kentik to combine DNS and asset context with real-time network traffic intelligence and observability for AI-guided workflows.

Crusoe expanded Crusoe Intelligence Foundry with serverless fine-tuning and self-serve deployments, exporting .safetensors weights and enabling one-click inference.

Concentric AI received a 2026 Gartner Peer Insights Customers’ Choice for Data Security Posture Management, with a 4.8/5 rating.

Atos was named a market leader in SAP Services by PAC’s 2026 RADAR, with “Best in Class” rankings across multiple SAP categories.

Varonis said its Data Security Platform received GovRAMP Authorization for state and local government cloud security requirements.

Infoblox updated Universal Asset Insights with Discovery, Inventory and Insights plus integrations, ServiceNow CMDB sync, dashboards, and MCP server changes.

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

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.

ABI Research forecasts TinyML AI chipset shipments above 4.1 billion units by 2031, with revenue exceeding $7.8B.

CAST added AI acceleration insights to CAST Highlight, evaluating AI Opportunity and Agentic Readiness across software portfolios.

Digital Realty made ServiceFabric MCP available as a programmable control layer for Private AI across its global interconnection platform.

Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.