The Cool Aisle by George Notter... Agentic AI’s Impact on Campus Networks

Research evidence excerpt

The Cool Aisle by George Notter... Agentic AI’s Impact on Campus Networks

a voluntary industry clearinghouse to coordinate software vulnerability scanning and patch remediation. For

AI deployment pipelines, the framework grants the government up to 30 days of early access to benchmark covered

frontier models before public release, while explicitly barring mandatory federal licensing.

Motorola to Acquire D-Fend for $1.5B... A definitive agreement to buy counter-drone leader D-Fend Solutions for

$1.5B is expected to close in Q4'26. D-Fend utilizes non-kinetic RF cyber-takeover technology to mitigate rogue drone

risks and projects $185M in FY'26 revenue. Capitalizing on regulatory tailwinds from the Safer Skies Act, the acquisition

allows certified local law enforcement to track and neutralize drone threats, expanding airspace security sales across

public safety, federal, and enterprise accounts. We like this deal. The drone end market is booming for Defense/

Military applications. For Motorola Solutions, the acquisition fits with their prior Silvus deal and the GTM capabilities

they have build around that deal. D-Fend is natural extension for existing products including Silvus, Skydio and

BRINC. It also opens up new growth avenues in the Public Safety space.

Broadcom Raises FY'26 AI Outlook, Continues to Target $100B+ FY'27 Revenue... Q3 FY'26 revenue guidance sits

at $29.4B, split between $20.5B for semiconductors and $8.9B for software. Driven by relentless hyperscaler demand,

the FY'26 AI semiconductor outlook was raised to $56B, expecting a 2x surge in H2 and projecting FY'27 AI revenue to

surpass $100B. To support this scale, the new AI XPV platform will deploy over 20 GW of compute capacity through

2028 across six core customers.