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: DXC Technology and 7AI Partner on Agentic Security Operations

Abstract image representing cybersecurity

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

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

Deal

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.

Research Note: Tenable Brings Exposure Management to Enterprise AI

Tenable AI Exposure

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 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.

Research Brief: Oracle Globally Distributed Exadata Database on Exascale Infrastructure

Oracle SIgn

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

Deal

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

Deal

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

Apache Spark

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

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: Palo Alto Networks’ $25 Billion Acquisition of CyberArk

Deal

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.