Research Note: CrowdStrike Acquires Onum for Streaming Data Capabilities
CrowdStrike recently announced its intended acquisition of Onum, a two-year-old startup specializing in real-time telemetry pipeline management, to enhance its Falcon Next-Gen SIEM platform.
Research Note: IBM and AMD Collaborate on Classical-Quantum Computing
IBM and AMD recently announced a strategic collaboration to develop quantum-centric supercomputing architectures that combine quantum computers with high-performance computing infrastructure. The partnership is based on a memorandum of understanding between the companies, with no immediate financial exchange.
T-Mobile’s CBRS Bombshell
But now, they’ve pulled the rug out. They’re telling their partners to prioritize using T-Mobile’s own licensed mid-band spectrum for all new neutral-host projects.
Research Note: Dell’s New Automation Platform
First teased at Dell Technologies World earlier this year, the company has launched its Dell Automation Platform. The new centralized software orchestration solution consolidates management of AI, private cloud, and edge computing environments.
SonicWall and the Cybersecurity Warranty Landscape
A central feature of this new platform is a built-in cyber warranty, which SonicWall is positioning as the “industry’s first embedded cyber warranty.”
Research Note: DXC Technology and 7AI Partner on Agentic Security Operations
Announced earlier this month at Black Hat, DXC Technology has partnered with cybersecurity startup 7AI to launch the DXC Agentic Security Operations Center (SOC) for delivering managed security services.
The collaboration integrates 7AI’s autonomous AI agents into DXC’s global security operations workflow, covering alert ingestion, investigation, and remediation processes.
Research Note: CrowdStrike Falcon Next-Gen Identity Security
CrowdStrike recently launched its new Falcon Next-Gen Identity Security, a unified platform that consolidates identity protection capabilities across human, non-human, and AI agent identities within hybrid environments. The solution integrates initial access prevention, privileged access management (PAM), identity threat detection and response (ITDR), SaaS identity security, and agentic identity protection into the existing Falcon platform architecture.
Research Note: F5 Acquires MantisNet
Application security player F5 announced its acquisition of real-time network observability company MantisNet for an undisclosed amount. The acquisition promises to enhance F5’s Application Delivery and Security Platform (ADSP) with eBPF-powered observability capabilities, specifically targeting the monitoring of encrypted traffic in containerized infrastructures.
Microsoft Project Ire: Autonomous Malware Reverse Engineering at Scale
Microsoft recently introduced Project Ire, an autonomous AI agent that performs full-scale reverse engineering and classification of software files, with a focus on malware detection.
Research Note: Tenable Brings Exposure Management to Enterprise AI
Tenable recently expanded its Tenable One exposure management platform with AI Exposure, a comprehensive solution designed to address generative AI security risks in enterprise environments. Announced at Black Hat USA 2025, the platform addresses the growing visibility gap as organizations rapidly adopt AI tools, such as ChatGPT Enterprise and Microsoft Copilot.
Research Note: Rubrik Safeguards Agentic Workflows with Agent Rewind
Rubrik recently introduced Agent Rewind, a solution targeting the emerging challenge of AI agent error recovery. The new offering, powered by technology from Rubrik’s acquisition of AI infrastructure startup Predibase earlier this year, provides visibility, audit trails, and rollback capabilities for actions taken by autonomous AI agents across enterprise systems.
HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era
In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it’s about building resilience to withstand them.
The Unseen Architects: How System Integrators are Powering Carrier-Led Private 5G Deployments
For mobile carriers like Verizon, AT&T, and T-Mobile, the P5G opportunity is immense, offering new revenue streams beyond consumer services.
Research Brief: Oracle Globally Distributed Exadata Database on Exascale Infrastructure
Oracle announced the general availability of its Globally Distributed Exadata Database on Exascale Infrastructure, a managed cloud service that combines distributed database capabilities with serverless computing architecture. The platform automatically distributes and synchronizes data across multiple Oracle Cloud Infrastructure (OCI) regions, maintaining full SQL compatibility and support for Oracle Database features.
Research Note: SentinelOne to Acquire Prompt Security
SentinelOne recently announced a definitive agreement to acquire Prompt Security for an estimated $250-300 million, more than 10x the startup’s funding history. The transaction, expected to close by November 2025, will allow SentinelOne to address enterprise AI governance risks through real-time monitoring and control of generative AI tool usage.
Research Note: Cloudera Acquires Taikun for Kubernetes Capabilities
Cloudera announced its acquisition of Taikun, a Czech-based company that develops a Kubernetes-native platform for managing cloud and on-premises infrastructure across hybrid and multi-cloud environments.
The acquisition adds a fully integrated, Kubernetes-based compute layer to the Cloudera Data Platform (CDP), enabling consistent deployment and management of data and AI services across distributed and regulated IT estates.
Research Note: AWS Open Sources MCP Server for Aparch Spark History Server
AWS recently announced the open-source release of Spark History Server MCP, a specialized implementation of the Model Context Protocol (MCP). This server enables AI agents to directly access and analyze historical execution data from Apache Spark workloads through a standardized, structured interface.
Research Note: AGNTCY Moves to Linux Foundation
AGNTCY delivers foundational infrastructure for the “Internet of Agents”, enabling AI agents from different frameworks, vendors, and deployment environments to discover each other, establish identity, communicate securely, and share runtime observability data.
Research Note: State of the Private 5G Industry
The outlook for the Private 5G industry remains positive, driven by the ongoing digital transformation needs of enterprises across various sectors.
Research Note: Palo Alto Networks’ $25 Billion Acquisition of CyberArk
Palo Alto Networks announced its intent to acquire CyberArk for $25 billion in a cash-and-stock transaction, marking the company’s largest acquisition to date and one of the most significant cybersecurity consolidations in 2025. The deal values CyberArk at $495 per share, representing a 29.2% premium to its pre-announcement price.
The acquisition addresses Palo Alto’s strategic gap in identity security and privileged access management (PAM), positioning the combined entity to capture opportunities in the emerging AI and autonomous agent security market.