Weekly Intelligence Brief on Infrastructure Developments - Week of September 15, 2025

Key Takeaways

• Mitsubishi Electric to acquire Nozomi Networks by Q4 2025.
• Delta Electronics showcases building automation solutions at MARVEX 2025.
• MLCommons released MLPerf Inference v5.1 benchmarks with three new tests.
• Data Center Physical Infrastructure market grows 18% YoY in Q2 2025.
• SK hynix prepares for mass production of HBM4 with improved performance and efficiency.

Mitsubishi Electric Corporation signed an agreement to acquire Nozomi Networks, enhancing its Operational technology (OT) and cybersecurity capabilities. This deal is set to finalize in the fourth calendar quarter of 2025, with Nozomi operating as a wholly owned subsidiary. This acquisition aims to bolster Mitsubishi Electric's cybersecurity services by utilizing advanced data analytics and Artificial Intelligence (AI).

Nozomi Networks will maintain its brand and leadership structure, ensuring continuity for existing customers. This acquisition follows Mitsubishi Electric's previous investment in Nozomi's $100 million Series E funding round. Both companies expressed optimism about combining their expertise to improve cybersecurity solutions tailored for industrial applications.

Delta Electronics highlighted its building automation solutions at MARVEX 2025, emphasizing energy efficiency and indoor air quality. The displayed technology included the LOYTEC and Delta Controls systems. As global carbon neutrality objectives drive demand for sustainable practices, Delta showcased solutions aimed at enhancing facility operations and management.

MLCommons announced the release of the MLPerf Inference v5.1 benchmark suite, which includes 27 submissions from participating organizations. The update introduces three new benchmarks, reflecting advancements in AI performance measurement. Performance improvements reported include gains up to 50% compared to prior evaluations, showcasing the evolving nature of AI workloads.

A report by Dell’Oro Group indicated that the Data Center Physical Infrastructure market grew 18% year-over-year in Q2 2025. The growth was driven by increased demand for AI technologies, particularly involving Direct Liquid Cooling (DLC). Thermal management solutions and power distribution categories also reported notable year-over-year increases, highlighting market trends.

SK hynix announced the completion of development for its HBM4 product, aimed at supporting AI applications. The new High Bandwidth Memory (HBM) features doubled bandwidth and improved power efficiency. Mass production is anticipated as organizations seek to enhance performance in data centers while reducing energy consumption.

1. Mitsubishi Electric to Acquire Nozomi Networks in Cybersecurity Expansion
   Both companies plan to leverage AI for improved operational resilience and advancement in cyber defense strategies.
2. Delta Electronics showcases building automation at MARVEX 2025
   Delta Electronics highlighted its building management systems at MARVEX 2025, aiming to support sustainability and operational efficiency.
3. MLCommons Releases MLPerf Inference v5.1 Benchmark Suite
   MLCommons released the MLPerf Inference v5.1 benchmarks with 27 participants, introducing three new tests and substantial system improvements.
4. Delta Electronics showcases building automation at MARVEX 2025
   At MARVEX 2025, Delta Electronics focused on automation solutions that enhance energy efficiency and adhere to sustainability standards.
5. Fujitsu, ASML, Mitsubishi Electric: Recent Developments - September 9, 2025
   ASML invests €1.3 billion in a partnership with Mistral AI, aiming to improve product performance through AI applications.
6. Data Center Physical Infrastructure Grows 18 Percent Y/Y in Q2 2025, Reports Dell’Oro Group
   Data Center Physical Infrastructure market grew 18% Y/Y in Q2 2025, driven by AI demand, according to Dell'Oro Group.
7. Data Center Physical Infrastructure market grows 18% year-over-year in Q2 2025, says Dell’Oro Group
   Data Center Physical Infrastructure market grew 18% year-over-year in Q2 2025, driven by AI demand, according to Dell'Oro Group.
8. ASML invests in Mistral AI, Mitsubishi Electric acquires Nozomi Networks
   ASML invests €1.3 billion in Mistral AI to enhance product development through AI.
9. SK hynix completes development and prepares for mass production of HBM4
   SK hynix will mass produce HBM4, featuring doubled bandwidth and 40% improved power efficiency, to meet AI applications' demands.