Cisco Research Finds AI Is Revolutionizing the Privacy Landscape

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• The overwhelming majority of organizations say they are benefiting from privacy investments in a myriad of ways, including helping increase customer trust.

• But most acknowledge data localization efforts increase the cost and complexity – and risk – to cross-border data transfers.

Data privacy is top of mind for most organizations, and not just because of a stormy geopolitical climate that is putting pressure on businesses to meet stringent regulatory requirements around data residency. Security concerns about protecting both customer data and intellectual property have companies expanding privacy programs. There is also growing recognition that customers place a premium on knowing their data will be protected.

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Ooredoo Carves Out Fiber and Subsea Unit to Accelerate Regional Connectivity Ambitions

B. Swan

Summary Bullets:

• Ooredoo Group launches Ooredoo Fibre Networks, an independent entity dedicated to managing and scaling Ooredoo’s international connectivity and submarine cable infrastructure ambitions.

• By establishing a new entity, Ooredoo can be financially independent from its domestic operations, enabling it to be more transparent to present and future investors.

As global bandwidth demand surges and AI-driven cloud expansion continues to reshape traditional global traffic corridors, Ooredoo’s decision to establish a standalone business dedicated to international subsea cable and terrestrial fiber connectivity signals a shift in strategic intent. Rather than simply expanding capacity, the carrier appears to be reorganizing its infrastructure to compete more assertively in the wholesale and transit arena, where scale, route diversity, and commercial agility increasingly define market leadership. In a region that is fast-emerging as a key route, is Ooredoo positioning itself to evolve from a multi-national connectivity provider into the Middle East’s regional connectivity powerhouse?

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Sparkle and VDPC Redefine Infrastructure Partnership; Barracuda Swims Between Italy and Spain

B. Swan

Summary Bullets:

• Sparkle has teamed up with VDPC and private equity firm Teset Capital will build the Barracuda Subsea Cable, a high-capacity subsea cable connecting Spain to Italy.

• Sparkle will acquire the Valencia-Genoa infrastructure and Valencia co-location, boosting its connectivity across the Iberian Peninsula.

In today’s interconnected world, subsea cables are the unseen arteries that power global communications with underwater cables carrying approximately 99% of the world’s internet traffic across continents. As operators collaborate to expand their network infrastructure, the recent announcement between wholesale network provider, Sparkle and Spanish telecommunications provider, Valencia Digital Port Connect (VDPC) highlights how strategic collaborations between infrastructure players continue to shape the future of digital connectivity. But as ownership of Sparkle is about to change, could this influence its long-term role in global infrastructure?

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Vodafone’s Subsea Expansion Fuels Global Network Ambitions

B. Swan

Summary Bullets:

  • Vodafone Group will build two submarine cable systems, Thetis Express and Kardesa Cable systems, as it looks to further strengthen its global undersea network.
  • Vodafone’s investment in both its terrestrial and subsea cable infrastructure validates its intention to remain a critical enabler of global connectivity in an AI-driven world.

With demand for data continuing to soar driven by AI, cloud, and other data-intensive services, the Vodafone Wholesale division unveiled plans to expand its global infrastructure as it looks to future-proof its network acknowledging that growth will depend on network resilience and scalability beyond today’s traffic patterns. Over recent months, the carrier has made multiple announcements to build two cable systems named Thetis Express and Kardesa. With the AI boom just starting, will Vodafone’s investment in its global network keep pace for future growth?

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Observability Predictions 2026: Makers of Dev Tools to Disrupt Space

C. Dunlap
Research Director

Summary Bullets:

• Innovative dev tools extend capabilities to include observability.

• Operations teams will see a boost in GenAI-injected operational workflows.

According to GlobalData’s latest report on 2026 predictions, observability providers will make a big push into DevOps. The industry’s platform providers will focus greater investment in the coming year in providing operations teams with AI-generated capabilities that streamline the critical application deployment portion of the application lifecycle, known for being the most complex piece of app modernization.

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Slack Has Landed a Starring Role at Salesforce

G. Willsky

Summary Bullets:

• Slack has been given a new lease on life from its parent Salesforce, serving as a frontend for the platform.

• It is not yet time to include Slack in the discussion along with rivals, but the company merits keeping a close eye on.

When Slack was acquired by Salesforce in July 2021 for nearly $28 billion, the smart money said that Slack would slide into obscurity. After all, Slack was a second-tier player in the team collaboration space while Salesforce was a premier provider of customer resource management (CRM) technology and a captain of industry at large. Surely, the acquisition would follow the familiar pattern of so many, which preceded it with a ‘big fish’ gobbling up a ‘little fish’ never to be heard from again. For certain, Slack would be stripped of its brand name, and its technology capabilities absorbed into Salesforce’s massive stockpile. Well, quite the opposite happened. Slack has not only survived – it has been granted a new and better life by its parent.

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Subco’s APX Cable: A Strategic Asset for Australia’s Digital Future

B. Swan

Summary Bullets:

• SubCo will establish a trans-pacific submarine cable project dubbed ‘APX East’ that will directly connect Australia with mainland US.

• While Australia already has sovereign owned cables, it’s crucial that this type of infrastructure remains in domestic ownership to ensure data sovereignty is met.

Over the last few years, international connectivity strategies have largely been driven by scale – favoring bigger pipes, alternative routes, and the assumption that capacity would keep pace with demand. However, with the rise in data traffic contributed by AI, data-intensive workloads, and diminishing tolerance for outages, this is forcing carriers to rethink how international networks are designed and evaluated.

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2026 Enterprise Predictions: Expect New Heights for Vibe Coding and Retaining Tribal Knowledge

C. Dunlap
Research Director

Summary Bullets:

• Agentic AI will help document dwindling tribal knowledge

• Vibe coding will become mainstream

The industry should expect a lot more formalization of vibe coding capabilities leading to greater opportunities among non-coders across enterprise business units. Interesting applications resulting from agentic AI will help enterprises solve age-old problems such as the loss of institutional knowledge among an aging workforce. Plus, traditional automation platforms will get a major boost from agentic AI advancements. These are among just some of the 2026 GlobalData Predictions within the category of agile automation.

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ISC2’S Security Study Finds an Overburdened Workforce Embracing AI


Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • While the escalation in cybersecurity cuts leveled off in 2025, the ISC2 survey showed economic instability is keeping IT budget expansion in check, which is a cause for concern that organizations will hold off on making needed investments in cybersecurity.
  • AI is changing the IT industry as a whole, and cybersecurity specifically. Seen as both an offensive weapon and a potential defensive shield, security professionals see the technology as opportunistic for their careers rather than a threat to job security, offering them a chance to hone their skills and improve their professional trajectory.

One of the most significant challenges in cybersecurity is the resource constraints and skills gaps that plague so many organizations. Add to the mix technologies like AI that enterprising threat actors are all too eager to insert into their arsenals, and the issue of staff limitations is magnified. In its 2025 ISC2 Cybersecurity Workforce Study, the non-profit association uncovered a profession balancing the struggle to keep ahead of increasingly sophisticated adversaries while also savoring the chance to leverage AI and other technologies to elevate their defenses. The annual study of industry workplace trends, which surveyed 16,020 security professionals globally, found resource constraints are front and center in impacting the cybersecurity workplace.

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I’ve Got a Lot of Problems With You People

S. Schuchart

Summary Bullets:

  • The technology industry can do better.
  • Let’s just hope that the uneasy feeling about the AI bubble everyone is experiencing is just a bit of leftover holiday undigested beef, blot of mustard, a crumb of cheese, or a fragment of an underdone potato (with apologies to Dickens).

Festivus took place on December 23, 2025, but despite being late, there are grievances to air in regard to the technology industry as it relates to enterprises in 2025. So, let’s start. “I’ve got a lot of problems with you people!”

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