IT, AI & Telecommunications

Dell'Oro Group Hires Frank Yang to Lead Data Center Optical Connectivity Research

Image
Dell'Oro Group Hires Frank Yang to Lead Data Center Optical Connectivity Research

Redwood City, Calif. – October 01, 2026 -- Dell'Oro Group has appointed Frank Yang, a 25-year veteran of networking and data center technologies, to build out its coverage of the Data Center Optical Connectivity market.

Yang will build forecasting models spanning 800G to 3.2T optics

Yang's mandate centers on quantitative forecasting models covering 800G, 1.6T, and 3.2T pluggable modules, coherent optics, near-packaged optics (NPO), and co-packaged optics (CPO). He will also track the evolution of server Ethernet adapters and smart NICs as AI cluster scaling strains traditional interconnect capacity.

Kyndryl Opens First U.S. AI Lab in Dallas, Plans 300 Jobs

Image
Kyndryl Opens First U.S. AI Lab in Dallas, Plans 300 Jobs

New York – October 01, 2026 -- Kyndryl (NYSE: KD) has opened its first U.S. AI Innovation Lab in the Dallas-Fort Worth area, an investment expected to create up to 300 jobs in AI, technology consulting and design engineering over the next four years.

Kyndryl ties the Dallas lab to a four-phase model for enterprise AI deployment

The facility runs on the company's Agentic AI Framework combined with Kyndryl Consult, AI and infrastructure services, and the Kyndryl Vital design practice. Customers move through customer immersion, co-design, build and roadmap stages, using workshops and rapid prototyping to turn AI use cases into working prototypes within days and a defined path to production deployment.

Corero Named Star for Second Year in DDoS Market Report

Image
Corero Named Star for Second Year in DDoS Market Report

London – – October 01, 2026 -- Corero Network Security (AIM: CNS; OTCQX: DDOSF) has strengthened its position as a Star for the second consecutive year in the "DDoS Protection and Mitigation Market – Global Forecast to 2031" report published by MarketsandMarkets.

Corero advances further within the Stars quadrant, outpacing larger cybersecurity incumbents

The company's movement within the ranking places it ahead of several of the largest and most established names in the cybersecurity sector, according to the report. Corero attributes the advance to sustained innovation, deeper global partnerships, and growing customer adoption of its SmartWall ONE and CORE platforms.

Sharon AI Secures $356M GPU-Backed Debt Facility at 9.95%

Image
Sharon AI Secures $356M GPU-Backed Debt Facility at 9.95%

New York – October 01, 2026 -- Sharon AI Holdings Inc. (NASDAQ: SHAZ) has closed its inaugural US$356 million committed senior secured, GPU-backed SPV debt facility, priced at a fixed rate of 9.95% excluding fees.

Facility backs GPU deployment for customer contracts

The debt is secured against the Company's GPUs and associated cash flows, funding the deployment of compute infrastructure dedicated to signed customer contracts. The facility supports Sharon AI's plan to build out more than 68,000 NVIDIA GPUs by mid-2027 and is the first in an expected series of GPU financings.

Goldman Sachs and private credit funds join syndicate

The facility drew marquee Australian, Asian and global investors, including Goldman Sachs and select large private credit funds. Jarden Australia acted as sole financial advisor and arranger on the transaction.

Equinix Sets Oct. 28 Call to Report Q3 2026 Results

Image
Equinix Sets Oct. 28 Call to Report Q3 2026 Results

Redwood City, Calif. – October 1, 2026 -- Equinix, Inc. (Nasdaq: EQIX) will report third-quarter 2026 results for the period ended October 29, 2026, during a conference call scheduled for Wednesday, October 29, 2026, at 5:30 p.m. ET.

Equinix confirms October 28 call time and dial-in details

The call will take place at 2:30 p.m. PT. Participants can dial 1-517-308-9482 domestically and internationally using passcode EQIX, with a simultaneous live webcast available on the company's Investor Relations site.

Replay access runs through year-end for investors unable to join live

A replay of the call will be available one hour after the live broadcast through Thursday, October 29, 2026, by dialing 1-800-814-6745 and entering passcode 2026. The webcast replay will also remain accessible on the Investor Relations site without a password requirement.

LandGate Maps 2,100+ European Data Centers After Wood Mackenzie Deal

Image
LandGate Maps 2,100+ European Data Centers After Wood Mackenzie Deal

Denver – October 01, 2026 -- LandGate has expanded its spatial intelligence platform to track more than 2,100 data center facilities across 10 European markets, adding site-level power, permitting and connectivity data to its existing U.S. coverage.

The expansion follows LandGate's acquisition by Wood Mackenzie in June 2026 and positions the company as a supplier of site-selection intelligence for hyperscale and AI-driven data center developers operating across Europe.

UK leads European coverage with 500+ facilities amid 70 GW of pending connection requests

The United Kingdom dominates LandGate's European dataset with more than 500 tracked facilities concentrated in the London and Slough corridor, where power connection requests now exceed 70 GW. Germany follows with 450+ facilities centered in Frankfurt, where the EnEfG Act will require new builds to hit a PUE of 1.2 or lower from July 2026 and shift to 100% renewable electricity by 2027.

Armadin Raises $255.5M Series B, Valuation Tops $2.5B

Image
Armadin Raises $255.5M Series B, Valuation Tops $2.5B

Palo Alto, Calif. -- October 01, 2026 -- Armadin, an AI-native cybersecurity company, has raised $255.5 million in a Series B round that pushes its valuation above $2.5 billion just seven months after launching from stealth. The round was co-led by Andreessen Horowitz (a16z) and Accel, with new investors Bain Capital Ventures and Redpoint joining. Existing backers 8VC, Ballistic Ventures, Google Ventures, In-Q-Tel, Kleiner Perkins, and Menlo Ventures also returned, lifting Armadin's total funding to $445 million.

Ericsson to Report Q3 2026 Earnings on October 15

STOCKHOLM – October 01, 2026 -- Ericsson (NASDAQ: ERIC) will publish its third-quarter 2026 financial report at approximately 7:00 AM CEST on October 15, 2026, the Stockholm-based telecom equipment maker confirmed.

Ericsson sets October 15 release date with full PDF financial tables

The company will issue a press release with the complete financial report attached, including detailed tables in PDF format. The report will be posted on Ericsson's investor relations website immediately following the press release.

CEO Per Narvinger and CFO Lars Sandström to field analyst questions at 9:00 AM CEST webcast

President and CEO Per Narvinger and CFO Lars Sandström will present the results and take live questions during a video webcast scheduled for 9:00 AM CEST, equivalent to 8:00 AM BST in London and 3:00 AM EDT in New York. Journalists and analysts can submit questions via a dedicated dial-in line during the session.

Kyndryl: 98% of Firms Hit by Delayed IT Modernization as AI Demand Surges

Image
Kyndryl: 98% of Firms Hit by Delayed IT Modernization as AI Demand Surges

New York – October 01, 2026 -- Kyndryl (NYSE: KD) found that 98% of organizations that delayed technology modernization experienced negative business impacts, according to the company's first global Modernization Report released today. The study, based on responses from 2,000 business and technology leaders across five continents and 12 industries, shows nearly half of organizations are behind schedule on modernization goals even as AI adoption becomes the dominant investment driver.

IBM Bob Adds Self-Hosted AI Coding for Regulated, Air-Gapped Systems

Image
IBM Bob Adds Self-Hosted AI Coding for Regulated, Air-Gapped Systems

Armonk, N.Y. – October 01, 2026 -- IBM has launched a self-hosted deployment option for Bob, its agentic software development platform, allowing enterprises to run AI-powered coding and modernization tools entirely within on-premises, private-cloud, sovereign-cloud, or air-gapped infrastructure.

IBM ties the launch to a shift away from public cloud AI deployment

Futurum Research projects hybrid and edge deployments will account for 44% of the AI infrastructure market by 2030, while public cloud share is expected to fall to 46% over the same period, as organizations prioritize sovereign control alongside ecosystem connectivity.