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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.

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

Dell’Oro says Open Fronthaul is set to become the preferred interface while Cloud RAN and multi-vendor RAN follow different adoption paths.