This Week's Pulse

This was the week security and infrastructure moved from background noise to center stage across all four verticals:

OT security moved from "nice to have" to core product with Rockwell's SecureOT launch and a wave of industrial security commentary.

Edge and Industrial IoT vendors were formally crowned in the IoT Edge Computing Excellence and IoT Security Excellence awards, signaling which players are actually landing deployments, not just running pilots.

Telecoms doubled down on 5G as fixed broadband + platform: T-Mobile refreshed 5G Home Internet and lit up the Las Vegas F1 Grand Prix with advanced 5G experiences; Portuguese operators committed €4.9B to 5G and satellite over the next five years.

Edge compute got pulled even deeper into the AI capex vortex: Qualcomm introduced Dragonwing IQ-X modules for industrial PCs, while reports showed data center/AI capex heading toward the trillion-dollar range and Anthropic planning up to $50B in infrastructure investments.

In autonomy, Waymo quietly made freeway robotaxis between LA and Orange County the new normal, while Einride chose a SPAC route to the public markets at a $1.8B valuation.

Thesis: This week signaled that defensible infrastructure moats (secure OT, reliable 5G, AI-ready edge, and focused AV platforms) are now the core battlegrounds. The experiments are over; the winners are wiring themselves into national infrastructure, enterprise security postures, and logistics networks.

Figure 1: From OT security to 5G and edge compute, this week's TechPulse focused on the infrastructure layers that now define competitive advantage.

For CEOs and investors, three things matter:

• Security is now a revenue enabler, not overhead, in industrial and telecom deals.
• Fixed wireless + fiber backhaul is solidifying as a mainstream alternative to legacy broadband, with 5G FWA becoming more "utility-grade."
• Autonomous freight and freeway AV are moving faster than robo-taxis in dense urban cores; capital is following those lower-friction lanes.

If you're on a company board and your team isn't reacting to these moves, you have an execution problem, not an information problem. Let's dive in!