Research Note: Check Point & Wiz Enter Strategic Partnership

Deal

Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).

Quick Take: Ambient IoT Alliance

Deal

The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.

Research Note: CyberArk/SentinelOne Partnership

Deal

CyberArk and SentinelOne have formed a strategic partnership to integrate CyberArk’s Endpoint Privilege Manager (EPM) with SentinelOne’s Singularity XDR platform.
The collaboration enhances endpoint security by combining privilege management with advanced threat detection and response capabilities.

The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

World Economic Forum

The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.

Research Note: The Stargate Project

Stargate Project

The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.

Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC

Deal

NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.

The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.

Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation

Deal

L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.

Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge

Cisco and Nutanix Embark on Strategic Relationship

Deal

Cisco and Nutanix are collaborating to offer an integrated hyperconverged infrastructure (HCI) product line that combines Cisco’s SaaS-managed compute and networking solutions with Nutanix’s software-defined storage platform.