Tech M&A

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The CODEW AI Policy & Regulation Watch: EU AI Act, California SB 942 & the Future of Frontier Model Governance The CODEW AI Policy & Regulation Watch: EU AI Act, California SB 942 & the Future of Frontier Model Governance Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Storage & Data Management Watch: NetApp AIDE, Cohesity-Veritas, Rubrik & Hybrid AI Data Fabrics The CODEW Storage & Data Management Watch: NetApp AIDE, Cohesity-Veritas, Rubrik & Hybrid AI Data Fabrics Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Infrastructure Software Watch: VMware Renewals, VAST Data's $30B Valuation, Datadog Earnings & AI Observability The CODEW Infrastructure Software Watch: VMware Renewals, VAST Data's $30B Valuation, Datadog Earnings & AI Observability Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Enterprise Software Watch: Palantir AIP, Microsoft 365 Copilot, Glean Work Platform & Enterprise AI Reliability The CODEW Enterprise Software Watch: Palantir AIP, Microsoft 365 Copilot, Glean Work Platform & Enterprise AI Reliability Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Open Source Watch: OpenTelemetry's CNCF Milestone, DeepSeek V4 Flash & OpenTofu Governance The CODEW Open Source Watch: OpenTelemetry's CNCF Milestone, DeepSeek V4 Flash & OpenTofu Governance Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Edge Computing Watch: Industrial Edge Frameworks, Urban Micro Data Centers & 5G-Advanced Innovation The CODEW Edge Computing Watch: Industrial Edge Frameworks, Urban Micro Data Centers & 5G-Advanced Innovation Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Semiconductor Watch: TSMC 2nm Production, Intel 18A, Memory Supercycle & AMD's Data Center Momentum The CODEW Semiconductor Watch: TSMC 2nm Production, Intel 18A, Memory Supercycle & AMD's Data Center Momentum Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Venture Capital Watch: Agentic AI Security, Big Tech CapEx Reinvestment & ThreatLocker's Funding Momentum The CODEW Venture Capital Watch: Agentic AI Security, Big Tech CapEx Reinvestment & ThreatLocker's Funding Momentum Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW DevOps Watch: OpenTelemetry, Kubernetes Gateway API & the Rise of AI-Powered Platform Engineering The CODEW DevOps Watch: OpenTelemetry, Kubernetes Gateway API & the Rise of AI-Powered Platform Engineering Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW AI Infrastructure Watch: AI CapEx Tops $650B as Grid Interconnection Delays and Ultra Ethernet Reshape AI Infrastructure The CODEW AI Infrastructure Watch: AI CapEx Tops $650B as Grid Interconnection Delays and Ultra Ethernet Reshape AI Infrastructure Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Cloud Computing Watch: $886B Cloud Market, Hyperscaler CapEx Growth & AWS Custom Silicon Strategy The CODEW Cloud Computing Watch: $886B Cloud Market, Hyperscaler CapEx Growth & AWS Custom Silicon Strategy Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Developer Tools Watch: Glow Raises $180M, Gemini 3.6 Flash Debuts, and AI Coding Competition Intensifies The CODEW Developer Tools Watch: Glow Raises $180M, Gemini 3.6 Flash Debuts, and AI Coding Competition Intensifies Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Daily News Coverage: Big Tech Q2 Earnings Volatility, Agentic AI Breach Disclosures & Sector Shifts The CODEW Daily News Coverage: Big Tech Q2 Earnings Volatility, Agentic AI Breach Disclosures & Sector Shifts Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Daily Tech Briefing: Frontier AI Security, Hyperscaler Infrastructure & Identity M&A The CODEW Daily Tech Briefing: Frontier AI Security, Hyperscaler Infrastructure & Identity M&A Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
The CODEW Cybersecurity Watch: Horizon3.ai's $2B Valuation, Visa's $2.4B BioCatch Deal & the AI Security Shift The CODEW Cybersecurity Watch: Horizon3.ai's $2B Valuation, Visa's $2.4B BioCatch Deal & the AI Security Shift Reviewed by Erwin Castro on Tuesday, August 04, 2026 Rating: 5
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