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Trend Micro Incorporated

Trend Micro Incorporated develops and sells security-related software for computers and the internet across Japan, the Americas, Europe, and the Asia Pacific. Its offerings include platforms such as the Vision One platform, cyber risk exposure management, security operations, cloud security, endpoint security, network security, email and collaboration security, threat intelligence, identity, AI, and data security. The company also provides managed XDR, incident response, and support services, along with products including security suites, Maximum Security, internet security, Scam Check, Deepfake Inspector, Ad Blocker, ID Protection, Micro VPN, Cleaner One Pro, Unzip One, Antivirus+ Security, Mobile Security, and HouseCall, as well as bundled support services. Incorporated in 1965, it is headquartered in Shinjuku, Japan.

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GMI Cloud Raises $668 Million to Expand Global AI Infrastructure

GMI Cloud has raised $668 million in new financing, comprising $223 million in equity for its Series B round and a $445 million credit facility led by CTBC. The Series B was led by ARCHIV, a San Francisco investment firm specializing in AI and robotics, with participation from NVIDIA and Asia-Pacific investors including DSC Investment, Trend Micro, KB Investment, Kyobo Life and KT Corporation. The growth capital will fund capacity expansion in the United States, Taiwan and the rest of APAC, building on the company's Taiwan AI Factory and its Japan sovereign AI initiative, and will also support its inference services and strategic hiring. GMI Cloud said its contracted ARR has reached more than 9x its year-end 2025 level, while live ARR in production has grown more than 4.5x over the same period, and its inference platform now processes approximately 4 trillion tokens per week. Customers include Fireworks, Higgsfield, Nous Research, OpenRouter, Reflection, Cartesia, Trend Micro and Utopai Studios.
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Artificial Intelligence › AI Compute Cloud & Neoclouds ▲Capital
Artificial Intelligence › AI Data Center & Build-out ▲Capital
Cloud & Digital Infrastructure › Hyperscale Cloud (IaaS / PaaS) Capital
Artificial Intelligence › AI Compute & Accelerator Silicon ▲Capital
GMI Cloud · Capital · Positive GMI Cloud raised $668M ($223M equity Series B plus $445M credit facility) to expand AI infrastructure capacity.
ARCHIV · Capital · Positive ARCHIV led GMI Cloud's $223M Series B financing round.
NVDA · Capital · Positive NVIDIA participated in GMI Cloud's $223M Series B, a financial investment in an AI infrastructure customer.
030200.KO · Capital · Positive KT Corporation participated in GMI Cloud's Series B financing round.
241520.KQ · Capital · Positive DSC Investment participated in GMI Cloud's Series B financing round.
4704.JP · Capital · Positive Trend Micro participated in GMI Cloud's Series B and is also listed as a customer of its inference platform.
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United States
Cybersecurity & Digital Trust▲

TrendAI Vision One Extends Claude Compliance API Integration to Claude Code and Cowork Sessions

TrendAI, the AI security business unit of Trend Micro Incorporated, announced it has expanded support for Claude's Compliance API in TrendAI Vision One to cover Claude Code and Cowork session transcripts from Claude Enterprise. The move builds on the integration TrendAI announced with Anthropic in June 2026 and adds visibility into how engineering and knowledge-work teams use AI agents day to day. Claude's Compliance API returns session records for Claude Code and Cowork, including prompts, responses and tool calls, each tied to a verified user, and TrendAI now brings those records into TrendAI Vision One so security teams can investigate AI activity in context, correlate it with endpoint, identity, cloud and network signals, and build custom detections. Rachel Jin, Chief Platform and Business Officer and Head of TrendAI, said coding and knowledge-work agents are now doing real work inside the business and security teams should be able to see and investigate that work the same way they do everything else. TrendAI Vision One also continues to ingest activity logs from Claude Enterprise, covering user logins, admin actions and configuration changes, and from Claude Platform, covering admin, system and resource events. The Claude Compliance API integration in TrendAI Vision One is available now for TrendAI Vision One customers using Claude Enterprise.
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Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Cybersecurity & Digital Trust › Cloud & Workload Security ▲Technology
Cybersecurity & Digital Trust › Endpoint Detection & Response (EDR/XDR) ▲Technology
Cybersecurity & Digital Trust › Endpoint & Network Security ▲Technology
4704.JP · Technology · Positive TrendAI expanded its Claude Compliance API integration in Vision One to cover Claude Code and Cowork session transcripts, deepening its AI security product.
Anthropic · Demand · Positive Anthropic's Claude Enterprise Compliance API is being adopted by TrendAI Vision One, extending enterprise visibility and usage of Claude agents.
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United States
Cybersecurity & Digital Trust▲

TrendAI Extends NVIDIA Agent Safety Platform With Threat Intelligence

TrendAI, the AI security business unit of Trend Micro Incorporated, announced support for the NVIDIA Agent Safety Platform, NVIDIA's full-stack infrastructure for running autonomous AI agents safely at enterprise scale. TrendAI Vision One extends NVIDIA's agent safeguards across the whole AI factory, covering agents, models, containers, storage and networks on one platform, pairing hardware-level detection on NVIDIA BlueField DPUs and network security with Zero Day Initiative threat intelligence. The platform's model protection uses inline inspection of prompts and responses to block prompt injection and jailbreaks and to redact sensitive data before it leaks, while harness and tool governance lets security teams control which tools and MCP servers agents can reach and inspect every tool call. Data and identity controls find and classify sensitive data feeding AI, stop agents from reaching data they shouldn't, extend file security and data loss prevention to files agents read and write, and strip excess privilege from agents and other non-human identities. Using NVIDIA BlueField DPU and DOCA telemetry, TrendAI Vision One detection stays trustworthy even if the host OS is compromised and correlates AI signals with endpoint, network and identity telemetry so a hijacked agent cannot move laterally unseen. Rachel Jin, Chief Platform and Business Officer and Head of TrendAI, said security cannot sit in one place and must cover the model, the harness, and every tool and data source an agent touches.
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Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows Technology
Cybersecurity & Digital Trust › Data Security & Cyber Resilience ▲Technology
Cybersecurity & Digital Trust › Identity & Access Management ▲Technology
4704.JP · Technology · Positive TrendAI, Trend Micro's AI security unit, announced support for NVIDIA's Agent Safety Platform, extending Vision One across the AI factory.
NVDA · Technology · Positive TrendAI extends NVIDIA's Agent Safety Platform, deepening adoption of NVIDIA's full-stack AI agent infrastructure and BlueField DPU/DOCA telemetry.
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Japan
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Trend Micro Cuts Full Year Profit Guidance on Cloud and AI Costs

Trend Micro reported half year 2026 earnings and cut full year profit guidance as cloud and AI related costs weigh on margins despite higher reported sales and net income. The share price fell 14.6% over the last day and is down 9.1% year to date, while the one year total shareholder return is down 25.5%. The five year total shareholder return remains positive at 22.5%, suggesting near term momentum has faded after the earnings and guidance update. The stock now sits at a sizeable discount to both analyst targets and one estimate of intrinsic value, with the most followed narrative pegging fair value at ¥6,511, above the last close of ¥5,851, framing the stock as modestly undervalued.
4704.JP · Capital · Negative Cut full year profit guidance due to cloud and AI costs, despite higher sales and net income.
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Cybersecurity & Digital Trust▲

TrendAI Named Trusted Partner in OpenAI Daybreak Cyber Partner Program

TrendAI has joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI's frontier AI capabilities purpose-built for cybersecurity. TrendAI is among the first cybersecurity vendors selected as OpenAI expands Daybreak from internal testing to a curated group of trusted defenders. TrendAI managed security teams are already deploying agentic triage capabilities powered by OpenAI's frontier AI models integrated directly into TrendAI Vision One, delivering contextual triage decisions at machine speed and reducing mean time to triage. The partnership also strengthens TrendAI's vulnerability intelligence programs, giving threat researchers greater speed and precision in identifying, prioritizing, and disclosing vulnerabilities before they can be exploited. Insights developed through Daybreak will feed directly into TrendAI's global threat intelligence programs and Zero Day Initiative, the industry's longest-running vendor-agnostic bug bounty program.
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Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Cybersecurity & Digital Trust › Security Operations (SIEM/SOAR/XDR/MDR) ▲Technology
Artificial Intelligence › Closed / Frontier Labs ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
4704.JP · Technology · Positive TrendAI joins OpenAI Daybreak Cyber Partner Program, gaining access to frontier AI for cybersecurity, enhancing triage and vulnerability intelligence.
OpenAI · Demand · Positive OpenAI expands Daybreak program to trusted partners like TrendAI, indicating growing adoption of its cybersecurity AI capabilities.
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