Weekly Intelligence Brief on Data Infrastructure and Security - Week of August 25, 2025

Key Takeaways

• Nokia ranks #1 for portfolio competitiveness in Omdia’s report.
• Gemtek Technology showcases an 800G Optical Module at COMPUTEX TAIPEI 2025.
• Deca Technologies partners with IBM for semiconductor production using M-Series technologies.
• Finwave Semiconductor raises $8.2 million for GaN-on-Si technology development.
• Accelsius participates in DOE ARPA-E project focusing on hybrid cooling technologies.

Nokia's core networks portfolio received the top ranking for competitiveness in Omdia's Market Landscape: Core Vendors - 2025 report. The evaluation emphasizes Nokia's strong position across core portfolio breadth, cloud-native readiness, automation, and core as a service, demonstrating its strategic focus in these areas.

The report specifically noted Nokia's extensive engagement with 5G core deals, reporting relationships with 125 Communications Service Providers globally. As of Q2 2025, 54 of these customers have launched live services, further highlighting the increasing demand for Nokia’s solutions. Customers also include Ooredoo Qatar and Telefónica Spain.

Gemtek Technology plans to unveil an 800G Optical Module, a Software Cloud platform, and an Artificial Intelligence (AI) Router at COMPUTEX TAIPEI 2025. The 800G Optical Module aims to address the growing needs for high bandwidth and low latency in AI Cloud Data Centers, reinforcing Gemtek's commitment to advancements in telecommunications and cloud services.

Finwave Semiconductor secured $8.2 million in funding to boost its GaN-on-Si technology and expand its product offerings. This investment enables the company to target high-power RF switches and amplifiers for communication applications, further supporting its transition to delivering market-ready solutions.

Deca Technologies has partnered with IBM to implement M-Series technologies at the Bromont facility, enhancing semiconductor manufacturing capabilities. This collaboration highlights the focus on advancing packaging technologies critical for sectors reliant on sophisticated processing power.

Accelsius is also involved in a project under the U.S. Department of Energy, supplying its Coolant Distribution Unit (CDU) for hybrid cooling technology in data centers. This initiative aims to optimize cooling efficiency, reduce energy consumption, and enhance the scalability of Data Center Operations (DCO), addressing future demand for increased computing capabilities.

1. Nokia ranked #1 for portfolio competitiveness in Omdia’s Market Landscape: Core Vendors - 2025 report
   Nokia adds Ooredoo Qatar and Telefónica Spain as customers, highlighting sustained demand in its core networks offerings.
2. Gemtek Technology to Showcase 800G Optical Module at COMPUTEX TAIPEI 2025
   Gemtek Technology will unveil its 800G Optical Module and Software Cloud platform at COMPUTEX TAIPEI 2025.
3. Deca Technologies collaborates with IBM for semiconductor production in Bromont
   Deca Technologies has partnered with IBM for M-Series technologies at the Bromont facility.
4. Finwave Semiconductor secures $8.2 million in funding to advance GaN-on-Si technology.
   Finwave Semiconductor has raised $8.2M for GaN-on-Si technology development and market-ready product expansion.
5. Accelsius selected for DOE ARPA-E project on hybrid cooling
   Accelsius contributes to the DOE ARPA-E COOLERCHIPS project at UT Arlington, focusing on hybrid cooling technologies.
6. Acceldata introduces Agentic Data Management Platform
   Acceldata's Agentic Data Management Platform aims to improve AI data governance, set to be available by July 2025.
7. OpenAI partners with G42 to build AI data center in Abu Dhabi - June 5, 2025
   Cloudera's new on-premises (on-prem) data visualization tool aims to improve insights in multi-cloud environments.
8. Illumio and NVIDIA enhance cybersecurity integration
   Illumio and NVIDIA enhance cyber resilience for critical infrastructure through platform integration.
9. Cohesity recognized as a leader in 2025 Gartner Magic Quadrant for backup and data protection platforms
   Cohesity also received the Customers' Choice designation for enterprise backup solutions in the 2025 Gartner Peer Insights report.
10. Cohesity maintains leadership in Gartner Magic Quadrant for backup solutions
    Capgemini report reveals over half of sports fans prefer AI for personalized content over traditional search engines.
11. SUSE announces Virtualization 1.5 Prime for enterprises
    Arm-based support in SUSE Virtualization 1.5 Prime enables enterprises to run diverse workloads efficiently.
12. Tintri's VMstore Kubernetes Data Services Validated by Enterprise Strategy Group
    Enterprise Strategy Group confirms Tintri VMstore's role in facilitating container adoption and addressing modernization needs.
13. Arctic Wolf partners with Databricks to enhance Aurora Platform's capabilities
    Arctic Wolf aims to optimize the Aurora Platform's capabilities for security data aggregation through its collaboration with Databricks.
14. Deca Technologies collaborates with IBM on semiconductor production
    Deca Technologies partners with IBM to enhance semiconductor production in Bromont, Quebec with M-Series technologies.