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The $600B Pivot: Why Capital Is Rushing The Digital Edge

Issued on behalf of QSE - Quantum Secure Encryption Corp.

VANCOUVER – Baystreet.ca News Commentary — We are witnessing a massive changing of the guard. The edge security market is currently pricing in a surge to $36.32 billion in 2025[1], but that figure barely scratches the surface of the real shift. Data is aggressively migrating from centralized fortresses to the wild network perimeter, and the money is following. With hyperscalers pouring over $600 billion into capital expenditures for 2026[2], the infrastructure backbone is effectively being rewired for AI. This structural realignment creates a pivotal entry point for Quantum Secure Encryption Corp. (QSE) (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8), NetApp (NASDAQ: NTAP), Calix (NYSE: CALX), Arlo Technologies (NYSE: ARLO), and Everforth (NYSE: ASGN). These are the architects securing the latency-critical environments where traditional perimeter defenses simply fail.

Even the regulators are signaling urgency. The G7 Cyber Expert Group released guidance in January 2026 pushing financial institutions to accelerate post-quantum adoption immediately[3]. They recognize a dangerous gap: migration takes years, but the data needs protection today. With global IT spending forecast to breach $6 trillion in 2026[4], smart money is looking for the asymmetric upside in this chaos. The market is hunting for the quantum-ready protocols and intelligent platforms capable of handling this new, decentralized reality..

Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) has renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses across one of the country's largest and most established financial services organizations. The renewal reinforces QSE's long-term strategy to deepen its presence in India's highly regulated financial sector while maintaining an enterprise-scale deployment of its secure access and post-quantum readiness platform. The agreement has been executed and invoiced, with commercial terms structured to evolve as deployment requirements expand and additional service capabilities are introduced.

"This renewal, covering approximately 14,000 user licenses, represents an important milestone as we continue to strengthen QSE's presence in the Indian market," said Ted Carefoot, CEO of QSE. "Muthoot's scale and reputation underscore the trust placed in our platform by large, security-sensitive institutions."

The post-quantum security company continues building international momentum. QSE recently entered South America with a three-year security agreement supporting three Brazilian government clients for approximately 4,500 user licenses. The contract establishes QSE's initial commercial footprint in the region while creating infrastructure for broader adoption of platform services as quantum computing threats to current encryption standards continue advancing.

Both deployments follow QSE's land-and-expand commercialization model, where secure access implementations serve as foundations for broader platform adoption. The structures provide pathways for expansion through additional user seats and service modules, including Quantum Preparedness Assessments, qREK entropy key services, and QSE.API integrations for enterprise workflows.

QSE's joining the Canadian Association of Defence and Security Industries (CADSI) positions the company within Canada's defence and security ecosystem, providing access to senior decision-makers across the Canadian Armed Forces, federal departments, and allied governments. The membership positions QSE for its coming participation in the World Defense Show 2026 in Saudi Arabia this February as part of the official Canadian Delegation.

International expansion accelerates through a strategic partnership with NUSA Networks and Porta Nusa, providing access to Indonesia's government, financial services, and enterprise sectors. QSE holds Level 2 Certification under the CyberSecure Canada program, while the QSE Group division maintains a distributor agreement with Enzo Plus representing these technologies across 300 channel partners in Southeast Asia. With the global post-quantum cryptography market projected to reach $17.69 billion by 2034 and backed by a recent C$2.8 million financing round, QSE is funded and operationally positioned to execute on its global expansion roadmap throughout 2026.

CONTINUED… Read this and more news for QSE - Quantum Secure Encryption Corp. at: https://usanewsgroup.com/2024/04/26/the-currency-of-tomorrow-why-investing-in-cutting-edge-ai-recognition-tech-could-mean-big-money/

NetApp (NASDAQ: NTAP) is powering data operations for Super Bowl LX as the Official Intelligent Data Infrastructure Partner of the San Francisco 49ers and NFL, providing enterprise-grade platforms that power digital and physical experiences for football fans globally. The company's solutions enable Levi's Stadium to function as an interactive data center managing massive data streams from sensors, photos, videos and fan interactions.

"With Levi's Stadium being located in the Silicon Valley, we already hold our technology operations to a high standard, but as the host of Super Bowl LX, we need to deliver an exceptional experience for NFL fans wherever they are," said Costa Kladianos, Executive Vice President and Head of Technology at the 49ers. "High-performance storage is a critical part of our data operations, enabling us to do everything from powering the largest outdoor 4K display in the NFL to tracking our retail and concessions inventory in real time."

NetApp provides comprehensive validation ensuring data reaches fans seamlessly whether attending at Levi's Stadium or streaming in London. The Intelligent Data Infrastructure ensures every fan feels connected by managing video files and translating social media posts in milliseconds across global operations.

Calix (NYSE: CALX) has strengthened its partnership with Zentro, a leading managed service provider specializing in multi-dwelling units, enabling accelerated deployments across major urban markets with award-winning SmartMDU on the Calix Broadband Platform. The solution delivers property-wide managed Wi-Fi for multifamily communities, reducing property issue resolution time 30 percent and achieving 95 percent resident satisfaction with near-perfect 99.9 percent uptime.

"Excellence in multifamily connectivity is our core focus," said Greg Guerra, Chief Commercial Officer at Zentro. "SmartMDU on the Calix Broadband Platform lets us tailor solutions for every partner property while delivering exceptional resident experiences at scale—more efficiently, more consistently, and with stronger returns."

With nearly one-third of U.S. households living in MDUs, Calix is driving business value for owners and developers while transforming connected living for residents with next-generation experiences. SmartMDU recently earned the 2025 Brilliance Award for Property Management Software, highlighting how innovative, scalable, and secure managed Wi-Fi is transforming resident experiences and streamlining operations in multifamily communities.

Arlo Technologies (NYSE: ARLO) has entered an agreement with Samsung SmartThings to bring new capabilities from Arlo's Smart Security Platform to SmartThings users, addressing growing consumer demand for smart security services to protect homes and loved ones through the Samsung SmartThings ecosystem. The expanded partnership enables Samsung SmartThings users to access security services through the SmartThings app with initial focus on the United States market.

"Rooted in a shared commitment to serve our customers through innovative advancements in technology and a seamless user experience, we are proud of the successful partnership between Samsung and Arlo that has already brought advancements like AI-powered object detection to life through the SmartThings experience," said Matthew McRae, CEO of Arlo Technologies. "We are excited to continue that collaboration with an even deeper integration that will power the next level of smart home security for SmartThings users."

The collaboration leverages Arlo's advanced smart security platform to bring additional enhancements into the SmartThings experience giving users ability to control more and react faster to security events. Arlo Intelligence enables users to better understand what's happening in and around their home using advanced computer vision AI and recognition engines.

Everforth (NYSE: ASGN) subsidiary Apex Systems has achieved the Microsoft Solutions Partner designation for Business Applications, completing its full suite of six Solutions Partner badges and reinforcing comprehensive expertise across the Microsoft Cloud ecosystem. The Business Applications designation underscores Apex's capabilities in Dynamics 365 and Power Platform enabling clients to accelerate innovation through custom app development.

"Apex's achievement of all six Microsoft Solutions Partner designations reflects our deep and ongoing commitment to strengthening our strategic partnership with Microsoft and advancing the capabilities our customers rely on," said Courtney Cano, Microsoft Alliance Executive at Apex Systems. "As a Microsoft Cloud Solutions Partner, we are uniquely positioned to help organizations modernize, secure, and transform their enterprise environments with confidence."

The milestone adds to Apex's existing achievements in Modern Work, Infrastructure, Digital and App Innovation, Data and AI, and Security. Everforth continues investing in strong technology partnerships working closely with organizations like Microsoft to solve complex challenges and support clients pursuing strategic priorities.

Article Sources: https://usanewsgroup.com/2024/04/26/the-currency-of-tomorrow-why-investing-in-cutting-edge-ai-recognition-tech-could-mean-big-money/

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SOURCES:

1. https://www.skyquestt.com/report/edge-security-market

2. https://techblog.comsoc.org/2025/12/22/hyperscaler-capex-600-bn-in-2026-a-36-increase-over-2025-while-global-spending-on-cloud-infrastructure-services-skyrockets/

3. https://home.treasury.gov/news/press-releases/sb0355

4. https://www.gartner.com/en/newsroom/press-releases/2025-10-22-gartner-forecasts-worldwide-it-spending-to-grow-9-point-8-percent-in-2026-exceeding-6-trillion-dollars-for-the-first-time