The Chinese DeepSeek-R1 model rivals top U.S. AI models in performance while dramatically lowering training costs. Built on lower-end Nvidia GPUs, R1's efficiency reshapes the AI landscape, bolstering AMD's prospects and reshaping AI infrastructure discussions in Silicon Valley and beyond.
Fortunes diverged for publicly-traded cybersecurity companies in 2024, as the technology category they played in and market share they held largely determined their fate. Investors last year looked favorably upon companies in the data protection space, with Commvault and Rubrik recording big gains.
Three of the world's largest pure-play cybersecurity vendors recently reported earnings, grappling with SIEM and firewall displacement opportunities along with rebounding from a massive outage. Palo Alto Networks continues to reap the benefits of buying IBM's QRadar SaaS business.
Allegations of conflicts of interest in Cyberstarts’ Sunrise program have sparked debate in the CISO community. While the program connected CISOs with startups for advisory purposes, its profit-sharing incentives drew criticism, leading some participants to resign and the firm to halt compensation.
Thoma Bravo has begun interviewing underwriters as it explores an initial public offering for SailPoint, Bloomberg reported last week. The private equity firm hasn't finalized details, including the timing of a potential listing for the identity governance and administration vendor.
Hellman & Friedman has met with several investments banks in recent weeks and will choose one to run the sale process for Paramus, New Jersey-based Checkmarx, in which it hopes to get at least $2.5 billion, Calcalist reported. The private equity firm bought Checkmarx for $1.15 billion in April 2020.
Majority owner Dell is exploring a possible sale of Atlanta-based cybersecurity services vendor Secureworks, tapping investment bankers at Morgan Stanley and Piper Sandler to gauge takeover interest from potential acquirers, which include private equity firms, Reuters reported Thursday.
Companies historically responded to M&A reports with milquetoast statements about "not commenting on rumors or speculation," but aggressive clapbacks have become much more common. Increasingly, executives are willing to attract more publicity by publicly - and vocally - denying acquisition reports.
The owners of eSentire are exploring a potential sale that could value the company at about $1 billion and attract the interest of private equity firms. The company is hoping to command a valuation equivalent to more than seven times its annual recurring revenue of about $150 million.
Federal regulators and SolarWinds are eyeing a truce weeks after a judge dismissed most claims related to misleading investors about the company's security practices and risks. SEC lawyer Christopher Bruckmann said his team "proposed specific settlement terms," but the defense is unlikely to accept.
CrowdStrike is in talks to acquire Houston-based patch management and vulnerability remediation startup Action1 for close to $1 billion, co-founder and CEO Alex Vovk told employees in an email Wednesday. This would be the largest acquisition in the endpoint security vendor's history.
Despite all the platformization buzz, there are very few vendors with market-leading capabilities in at least three disparate security technology categories. That could change if Google forges buys cloud security firm Wiz for a reported $23 billion just two years after buying Mandiant.
Jana Partners announced a "significant" stake in Boston-based Rapid7 on Wednesday and plans to push the vulnerability management firm to sell itself. The activist investor is working with investment firm Cannae Holdings and wants Cannae to team up with a private equity firm to buy Rapid7.
IBM, Rubrik, Palo Alto Networks and CrowdStrike entered the red-hot data security posture management market with nine-figure deals announced between May 2023 and March 2024. Now, Tenable reportedly wants a piece of the action as it eyes the purchase of Eureka.
Barracuda is looking to extend its tentacles beyond security and into remote monitoring and management through the purchase of MSP platform provider N-able, Reuters reported. The Silicon Valley-based SMB security provider owned by private equity firm KKR is one of the suitors for Boston-area N-able.
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