Quantum Computing

• DOE opened its Quantum Genesis Q Competition, offering up to 215 million dollars for systems with at least 100 logical qubits
• IBM finalized a 1 billion dollar CHIPS Act award to build Anderon, its first stand alone 300mm quantum chip foundry
• Microsoft unveiled its Majorana 2 chip and mandated PQC compliance across its systems by 2029
• EPB launched the IonQ Forte Enterprise quantum computer, making Chattanooga the first US commercial quantum hub
• Xanadu partnered with ASML on lithography, while Quantum Foundry Copenhagen is building a 390 million euro fabrication facility
• NEC halted quantum hardware development, citing too long a path to commercial return
• IDC's new report tracked over 100 enterprise quantum initiatives across seven industries and 20 vendors

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Cybersecurity and Cyber Resilience

• A malware attack on Suisun City, California took 46 days to fully recover from before City Hall reopened
• Ransomware gang Shiny Hunters escalated against Cl0P and the FBI in the same week, breaking from typical gang discipline
• The EU Cyber Resilience Act's reporting obligations took effect, requiring incident reports within 72 hours
• Accenture's majority investment in Dragos expanded with the acquisitions of runZero and NetRise for OT security
• Cyera raised 400 million dollars from Goldman Sachs, while Jamf and Upwind Security made security acquisitions of their own
• CrowdStrike's net new ARR hit 333 million dollars and Palo Alto Networks' security ARR reached 9.1 billion dollars
• Rubrik launched Code Guardian, an agentic cyber resilience harness built with Anthropic on Claude Mythos 5

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Enterprise IT, Digital Transformation and Public Sector

• Digital transformation succeeds only when managed as a business program, not just a technology implementation
• Kyndryl was named a Leader across all five categories in the 2026 ISG Public Sector Services report
• Ukraine and the Carpathian 8 nations export roughly 87 billion dollars in ICT services annually
• Nebraska is building a whole of state cybersecurity model ahead of Cybersecurity Awareness Month
• Nevada marked one year since a major cyberattack, citing stronger governance and infrastructure since
• CISA's SIEM as a Service and CDM programs are scaling federal cyber defense through distributed architecture

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AI Infrastructure and Semiconductors

• SambaNova closed the first tranche of a 1 billion dollar Series F at an 11 billion dollar valuation
• Qualcomm opened Snapdragon Summit 2026 around always on, on device agentic AI rather than raw benchmarks
• IBM signed a 240 million dollar deal with Together AI and a strategic partnership with OpenAI
• Zebra and Elo are pushing customers to right size edge computing rather than build mini data centers everywhere
• The EU Cyber Resilience Act now explicitly covers chips with security related functionality

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Thanks to Eric Kimberling, Tommy Flynn, Steve Suarez, Molly O'Shea, Cynthia Kaiser, Luke Wilwerding, K. Charles Janac, Keith King, Jay Gambetta, Bipul Sinha, Tim Kelly, Harpreet Sidhu, Mark Calderhead, Jack Shuang Hou, Timothy Galluzi, Bryce Bailey, Kurt Anderson, Jay Samit, John Prisco, Kirk Mettler, Darwin Salazar, Michael Rasmussen, Sergey O., Sanjay Poonen, Maria Shevchuk, Heather C. West, Chris H., Darryl E. Peek, George Schwartz and Steve McDowell, and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: