Data

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 forecasts SASE revenue to reach $24B by 2030, driven by SD-WAN recovery and expanded SSE monetization.

Cloudera’s survey found 95% of organizations delayed or canceled AI initiatives due to data governance, compliance, or regulatory challenges.

Rackspace Technology appointed Pranav Nambiar as SVP and GM of AI Infrastructure to lead governed AI infrastructure, partnerships and go-to-market.

The Apache Software Foundation announced Apache Fluss and Apache Pony Mail as Top-Level Projects. Fluss is positioned as lakehouse-native streaming storage for real-time analytics and AI, integrating with Flink, Spark, and lakehouse formats. Pony Mail is a scalable web mail archive browser for browsing and searching millions of messages.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and that it launched Cequence AI Gateway in Japan.

Infoblox completed its Kentik acquisition, adding real-time network intelligence and observability to support trusted data for AI-driven operations.

Cequence Security said NTT DOCOMO deployed its application and API protection platform and the firm launched Cequence AI Gateway in Japan.

Infoblox completed its acquisition of Kentik, adding real-time network intelligence and observability to its networking and security platform.

Netskope reports it ranked #1 in three Gartner SASE Critical Capabilities use cases and placed as a Magic Quadrant Leader again.

Netskope adds DLP validation to Claude Enterprise via inference hooks, inspecting prompts and tool-call data before inference.

Following Microsoft's latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog: The post Agentic Security Could Strengthen Platforms—If They Remain Open appeared first on Dell'Oro Group.