Cisco

reference anchor

• On August 25 Cisco expanded its Secure AI Factory with NVIDIA into a rack-scale architecture and added Supermicro as a compute partner. The design pairs Cisco Silicon One switches with NVIDIA Spectrum-X based switches under Cisco Nexus One as the unified networking layer, and supports NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8. The architecture is NVIDIA Cloud Partner compliant and available in October 2026.newsroom.cisco.com
• On August 25 Cisco launched a Sovereign Critical Infrastructure portfolio in Canada covering routing, switching, wireless, collaboration and selected endpoints for on-premises and air-gapped deployment. Cisco says trust-based licensing leaves operation entirely with the customer, and most products carry FIPS 140-2/3 and Common Criteria certification. The portfolio is orderable through Cisco and partner channels.newsroom.cisco.com
• On August 26 Cisco said it was named a Leader in The Forrester Wave: Microsegmentation Solutions, Q3 2026, a second consecutive Leader placement after the 2024 report. Cisco cites the highest score possible in the policy administration, on-premises network-based enforcement and cloud-native networking enforcement criteria.blogs.cisco.com

HPE

includes Juniper (JNPR delisted July 2025) plus Aruba

• On August 21 HPE said it was named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Storage Platforms and recognised in the companion Critical Capabilities report. HPE cited its Alletra Storage MP platform and GreenLake cloud operations in the announcement.stocktitan.net
• StorageReview's August 21 read of the same Gartner report lists six vendors in the Leaders quadrant: Everpure, Huawei, HPE, NetApp, Dell Technologies and IBM. It places Everpure highest on both axes, with Huawei holding the second-highest ability to execute among the group.storagereview.com

Dell Technologies

• StorageReview's August 21 summary of the 2026 Gartner Magic Quadrant for Enterprise Storage Platforms places Dell Technologies in the Leaders quadrant alongside Everpure, Huawei, HPE, NetApp and IBM, with Dell clustered mid-quadrant.storagereview.com
• On August 25 Dell said Michael Dell and CFO David Kennedy will present at Goldman Sachs and Citi investor conferences on September 9 and 10. Dell reports second quarter fiscal 2027 results on September 1.stocktitan.net

Nvidia

Spectrum-X and NVLink

• On August 26 Nvidia reported second quarter fiscal 2027 revenue of $96.2 billion, up 106% year over year, with data center revenue of $89.0 billion, up 117%. GAAP diluted EPS was $2.46 and non-GAAP diluted EPS was $2.22. Third quarter revenue guidance is $108.0 billion, plus or minus 2%.nvidianews.nvidia.com
• Also on August 26 AWS and Nvidia said AWS will deploy 2 million additional Nvidia GPUs across 2027 and 2028, spanning Blackwell Ultra, Rubin and Rubin Ultra, and will bring Nvidia Vera CPUs to AWS. The agreement covers NVLink Fusion support for AWS Trainium, Nvidia Spectrum networking alongside the AWS Elastic Fabric Adapter, and 100,000 GPUs for U.S. government AI factories.nvidianews.nvidia.com
• On August 25 Cisco expanded its Secure AI Factory with NVIDIA to rack scale. NVIDIA Spectrum-X based switches sit on the back end alongside Cisco Silicon One switches on the front end, and the design supports NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8. Availability is October 2026.newsroom.cisco.com

Broadcom

silicon plus VMware

• Bloomberg reported on August 20 that Broadcom is in talks with lenders to raise more than $60 billion of debt for an AI chip financing that would benefit Anthropic and other customers, with a junior tranche of roughly $30 billion also under discussion. Terms are not final.finance.yahoo.com
• DigiTimes reported on August 21 that the financing under discussion could expand to as much as $100 billion as Broadcom builds out capacity for its AI chip business.digitimes.com

Ubiquiti

SMB prosumer

• On August 21 Ubiquiti reported fourth quarter fiscal 2026 revenue of $937.3 million, up 23.5% year over year and up 18.9% on the prior quarter, with GAAP diluted EPS of $4.70 and non-GAAP diluted EPS of $4.73.stocktitan.net

Palo Alto Networks

• On August 20 NTT DATA and Palo Alto Networks signed a multi-year global strategic alliance targeting $1 billion in joint business by the end of 2029. More than 2,000 certified professionals and dedicated forward deployed engineers support the work, which covers autonomous security operations, AI governance, identity security, Zero Trust and SASE, resilient cloud, and firewall modernization. Palo Alto Networks describes it as its first strategic alliance of this kind with a global systems integrator.paloaltonetworks.com
• On August 20 Zero Networks expanded its integration with Palo Alto Networks, pairing its microsegmentation and dynamic tagging with next-generation firewalls and Strata Cloud Manager for traffic redirection and unified policy visibility, and connecting its AI Segmentation to Prisma AIRS. Linux traffic redirection is available now, with Windows support planned.stocktitan.net

Check Point

• Check Point Research's August 24 threat intelligence bulletin reported a breach at Latvia's Road Traffic Safety Directorate affecting payment records for more than 1.2 million people and about 200,000 organisations, and unauthorised access at Japanese hosting provider Sakura Internet exposing up to 1.36 million customer accounts. It also covered GitLab's fix for CVE-2026-19478, an unauthenticated code injection flaw rated CVSS 9.4.research.checkpoint.com
• On August 20 Check Point Research published BTR Reforged, showing how Windows Defender's Microsoft-signed boot-time removal driver BTR.sys, embedded in MpEngine.dll, can be reused as a kernel primitive for arbitrary file and registry operations. No CVE was assigned; Microsoft's Security Response Center said the technique relies on pre-existing administrative privileges and does not meet the bar for immediate servicing.research.checkpoint.com

CrowdStrike

endpoint plus SIEM versus Splunk

• On August 20 CrowdStrike outlined Fal.Con 2026, citing more than 150 ecosystem sponsors and over 10,000 expected attendees from 4,000 organizations across 71 countries. The event runs August 31 to September 2 in Las Vegas, opening with the Global Partner Summit.crowdstrike.com
• Also on August 20 CrowdStrike said it was named a leader in the Frost Radar for cloud workload protection for the fourth consecutive time.crowdstrike.com

Microsoft Security

Defender Sentinel

• Microsoft disclosed CVE-2026-69836, a deserialization of untrusted data flaw in Entra ID rated CVSS 10.0 that allows an unauthenticated attacker to execute code over a network. Entra ID is a managed service, so Microsoft mitigated it server-side and no customer action is required. Reporting on August 21 recorded that the flaw was not exploited in the wild.helpnetsecurity.com
• Check Point Research published work on August 20 showing Defender's Microsoft-signed BTR.sys remediation driver can be reused for kernel-level file and registry operations. Microsoft's Security Response Center said the technique relies on pre-existing administrative privileges and does not meet the bar for immediate servicing, so the driver remains operational.research.checkpoint.com

WatchGuard

• WatchGuard published advisories on August 25 for CVE-2026-57910 and CVE-2026-57909, two critical flaws in the Windows WatchGuard Agent. The first is an authentication bypass in the agent's UDP discovery and command service that lets an unauthenticated attacker trigger download and execution of an attacker-controlled program; the second is a path traversal issue exploitable from an adjacent network. Both affect versions earlier than 1.25.13.0000 and are fixed in that release. WatchGuard said it was not aware of exploitation in the wild.gbhackers.com

Zoom

• On August 25 Zoom reported second quarter fiscal 2027 revenue of $1,277.2 million, up 4.9% year over year, with enterprise revenue up 7.8% to $787.5 million. Non-GAAP diluted EPS was $1.55, against $1.53 a year earlier.stocktitan.net
• In the same release Zoom guided full year fiscal 2027 revenue to $5.085 billion to $5.095 billion, non-GAAP operating income to $2.065 billion to $2.075 billion, and non-GAAP diluted EPS to $6.08 to $6.12. Shares closed down 6.47% at $94.39.stocktitan.net

Google Meet

• On August 25 Google said the Gemini "Take notes for me" feature can be started, stopped and managed directly from Google Meet hardware touch controllers, so in-room participants no longer need a companion laptop. Rollout begins August 31.workspaceupdates.googleblog.com
• On August 24 Google said a refreshed interface for Google Meet hardware touch controllers on Neat and Poly devices starts rolling out August 26. The layout foregrounds frequently used controls such as mute and hand raise and moves advanced features into organised menus.workspaceupdates.googleblog.com

Dynatrace

• On August 25 Dynatrace published The State of SRE and Platform Engineering 2026, a survey of 919 senior IT leaders at organisations with $500 million or more in annual revenue, fielded between October 2025 and January 2026. It reports 92% of organisations have executive support for SRE initiatives, two-thirds of SREs rank AI model monitoring as their top use case, and only 40% of platform engineers embed observability across all deployment stages.dynatrace.com

Elastic

• On August 24 Elastic completed its acquisition of Deductive AI, whose platform uses reinforcement learning to investigate production incidents by gathering evidence, forming hypotheses and reasoning across code, telemetry and organisational knowledge. Elastic is folding the technology into Elastic Observability for incident investigation.hpcwire.com

Supermicro

• On August 25 Cisco named Supermicro a compute partner in its Secure AI Factory with NVIDIA. Supermicro liquid-cooled and air-cooled systems are combined with Cisco networking in the rack-scale architecture, which becomes available in October 2026.newsroom.cisco.com
• SiliconANGLE's August 25 coverage states Supermicro supplies the rack-scale liquid-cooled compute that interoperates with Cisco networking hardware, supporting NVIDIA Vera Rubin NVL72 racks that exceed 200 kilowatts and HGX Rubin NVL8.siliconangle.com

Ericsson

• On August 20 SoftBank Corp. and Ericsson Japan said they had run Japan's first validation of the AI-native Scheduler for Link Adaptation, a feature of Ericsson AI in RAN software, on SoftBank's commercial 5G network. They report gains of up to about 25% in spectral efficiency and up to about 50% in downlink user throughput against conventional technology, and about 10% average improvement in both measures across all evaluated locations.softbank.jp
• Coverage of the same trial notes the AI scheduler ran in real time inside the radio access network and that the work forms part of a wider SoftBank and Ericsson collaboration on AI-native RAN aimed at future 5G Advanced and 6G deployments.telecomstechnews.com

Ciena

• On August 25 Ciena published Censuswide research covering more than 1,200 telecom and service provider professionals across 12 countries, fielded July 13 to 23. It reports 90% of respondents expect AI-driven network services to drive revenue growth over the next three to five years, 56% cite high-capacity AI connectivity as their main source of new revenue, and 88% say optical network upgrades are urgently needed.stocktitan.net