Investment

Dell’Oro projects 6G RAN capex will reach $0.5T by 2034 and cumulative 6G RAN revenue will exceed $100B in the first six years.

SEALSQ invested as a lead investor in Quobly’s €130M Series A via its Quantum Fund, supporting silicon quantum industrialization.

Dell’Oro Group says 6G RAN planning is shifting to evolutionary deployments, AI-native RAN, open fronthaul, and economics as key focus areas.

SEALSQ made an additional investment in EeroQ and agreed to lead its upcoming priced financing round for an integrated quantum security stack.

Diraq signed a Letter of Intent with the U.S. Department of Commerce for up to $38 million to scale silicon-based quantum processors.

Supermicro said its new Silicon Valley DCBBS campus near San Jose covers 32.8 acres and will add domestic capacity.

In Aviz Podcast Ep. 21, investor Louis Toth says AI’s next wave is shaped at the edge and depends on networking to scale.

American Industrial Partners will buy Honeywell’s WWS business; terms weren’t disclosed and closing is expected in 2H 2026.

Pratt & Whitney will invest $100 million in its Rzeszów plant to expand engine-part capacity by 2028.

Google Cloud created a $750 million fund for partner support of agentic AI development, prototyping, upskilling, and Gemini Enterprise agents.

Skyhigh Security reported 2025 growth and expanding bookings tied to its hybrid Security Service Edge (SSE) platform for data access and data protection across on-prem, cloud, and AI-related workflows. The company cited DSPM and AI-assisted capabilities, third-party rankings, managed SWG network availability, and customer ratings in regulated industries.

Dell’Oro Group says DCPI market hit $10.9B in 4Q 2025, up 20% YoY, as vendor backlogs expand across power, cooling and distribution.