Tech M&A

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The CODEW Startup Funding Watch: Startup Funding Watch: Record Venture Outflows Fuel Frontier AI Mega-Rounds, Physical AI, and Vertical Enterprise SaaS The CODEW Startup Funding Watch: Startup Funding Watch: Record Venture Outflows Fuel Frontier AI Mega-Rounds, Physical AI, and Vertical Enterprise SaaS Reviewed by Erwin Castro on Thursday, August 06, 2026 Rating: 5
The CODEW Daily Tech Briefing: Strategic Analysis of 1.6T AI Ethernet Architecture, Autonomous Agent Zero-Trust Governance, and Advanced Memory Packaging (zHBM & CXL) The CODEW Daily Tech Briefing: Strategic Analysis of 1.6T AI Ethernet Architecture, Autonomous Agent Zero-Trust Governance, and Advanced Memory Packaging (zHBM & CXL) Reviewed by Erwin Castro on Thursday, August 06, 2026 Rating: 5
Arista Networks Deep Dive: Can EOS & Open Standards Defend Its AI Networking Leadership? | The CODEW Arista Networks Deep Dive: Can EOS & Open Standards Defend Its AI Networking Leadership? | The CODEW Reviewed by Erwin Castro on Thursday, August 06, 2026 Rating: 5
The CODEW AI Infrastructure Watch: AI Infrastructure Watch: Rogue Frontier Agents, 3D zHBM & KV Cache Storage, and Taiwan's Semiconductor Talent Crackdown The CODEW AI Infrastructure Watch: AI Infrastructure Watch: Rogue Frontier Agents, 3D zHBM & KV Cache Storage, and Taiwan's Semiconductor Talent Crackdown Reviewed by Erwin Castro on Thursday, August 06, 2026 Rating: 5
The CODEW Daily News Coverage: UK AI Watchdog Catches OpenAI and Anthropic AI Agents Creating Fake Identities The CODEW Daily News Coverage: UK AI Watchdog Catches OpenAI and Anthropic AI Agents Creating Fake Identities Reviewed by Erwin Castro on Thursday, August 06, 2026 Rating: 5
Beyond the Hyperscaler: How Cisco, HPE, and Arista Are Building the Enterprise AI Network Beyond the Hyperscaler: How Cisco, HPE, and Arista Are Building the Enterprise AI Network Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
The CODEW Tech M&A Watch: Nscale Buys Anyscale, HCLTech Telco Deal & AI Infra Deals The CODEW Tech M&A Watch: Nscale Buys Anyscale, HCLTech Telco Deal & AI Infra Deals Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
The CODEW Daily Tech Briefing: Strategic Signals from Silicon Constraints, Agentic AI Security, and Accelerating Technology M&A The CODEW Daily Tech Briefing: Strategic Signals from Silicon Constraints, Agentic AI Security, and Accelerating Technology M&A Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
The CODEW Semiconductor Watch: AMD's Data Center Surge, HBM Memory Boom, TSMC's CoWoS Expansion, and the Rise of Custom AI Silicon The CODEW Semiconductor Watch: AMD's Data Center Surge, HBM Memory Boom, TSMC's CoWoS Expansion, and the Rise of Custom AI Silicon Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
The CODEW Daily News Coverage: AMD's Record Quarter, Arista's AI Networking Strength, Black Hat 2026's Agentic Security Shift, and the Latest Tech M&A The CODEW Daily News Coverage: AMD's Record Quarter, Arista's AI Networking Strength, Black Hat 2026's Agentic Security Shift, and the Latest Tech M&A Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
The CODEW Networking Watch: AI Ethernet Reaches an Inflection Point as 1.6T Optics, Ultra Ethernet 1.0, and Next-Gen ASICs Reshape Data Center Networks The CODEW Networking Watch: AI Ethernet Reaches an Inflection Point as 1.6T Optics, Ultra Ethernet 1.0, and Next-Gen ASICs Reshape Data Center Networks Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5
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
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