November 2026: The TechBag Journal
The TechBag Journal
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How enterprise technology works, what changed, and what it means.
November 2026
Every piece the Journal published in November 2026: 31.
November2026 · 31 pieces
- Binance’s US$6.34bn theft ran from a fake job test through an internal AI toolAnalysis · Security · 10 min
- AU Small Finance Bank’s possible leak: ‘some’ of 28.5 lakh vehicle-loan customersNote · Security · 3 min
- Supermicro’s sales grew 298% at a 13% margin; Arista’s grew 58% at 64%Trend · Markets & the AI economy · 4 min
- Enterprise AI hit a US$177bn run rate, Menlo estimates; Anthropic and OpenAI take 86%Trend · AI in the enterprise · 4 min
- Stolen AI keys ran up US$1 million bills; one reseller sold ‘unlimited’ for US$60 a monthNote · Security · 3 min
- Freshworks passes US$1bn ARR: IT service software up 22%, customer service up 4%Note · Markets & the AI economy · 2 min
- Redington: enterprise hardware up 115% in Singapore, India and South Asia, software 37%Note · Markets & the AI economy · 2 min
- Updating WordPress opened a hole for seconds; a firewall logged 18,500 probes in 21 hoursNote · Security · 3 min
- Sarvam’s Prism writes no text, so output is free; input costs ₹4 per million tokensNote · AI in the enterprise · 3 min
- TRAI lets AI agents answer telecom complaints, if humans staff 16 hours a dayNote · AI in the enterprise · 2 min
- MapmyIndia: automotive revenue up 52%, government down 38%Note · Markets & the AI economy · 3 min
- Marvell to buy Lumentum for US$115bn; its shares fell 32% in three sessionsNote · Markets & the AI economy · 3 min
- Freezers set to 50°C: a second wave hits supermarkets in six European countriesNote · Security · 4 min
- Check Point’s product sales fell 19%, subscriptions rose 11%: its CEO calls Q3 the troughAnalysis · Markets & the AI economy · 10 min
- Spandana Sphoorty: ₹7.80 crore debited to 82 accounts in a day, 26% of half-year profitNote · Security · 3 min
- Palantir’s US commercial revenue rose 148%; contracts signed fell 31% from June’s recordNote · Markets & the AI economy · 3 min
- GitLab’s exploited CVSS 10 flaw is fixed in Ruby, so upgrading GitLab may not close itNote · Security · 3 min
- India's large data centres run 90% full; Crisil sees a fivefold build to 7.5 GWNote · Cloud & DevOps · 2 min
- Google bans TV-box maker Videostrong, which it says backdoored 1.3 million boxesNote · Security · 3 min
- Oracle sold US$20bn of shares and notes five days after setting US$20bn as its capNote · Markets & the AI economy · 3 min
- Rovo AI overage is now on by default, not off: Atlassian bills it from 3 DecemberNote · SaaS & business software · 2 min
- Ransomware hit a cloud provider: 206 of 495 customers had a copy it could returnAnalysis · Security · 8 min
- Google Cloud revenue doubled in a year; Azure grew 48%, AWS 39%Trend · Markets & the AI economy · 5 min
- US$300bn pledged to India's data centres; subsidised GPUs reportedly 20% usedAnalysis · AI in the enterprise · 7 min
- Cisco ASA VPN zero-day reboots firewalls; the second exploited since AugustNote · Security · 3 min
- RSA and ECC now have NIST end dates: deprecated after 4 more years, disallowed after 9Analysis · Security · 8 min
- OpenAI secured about US$11bn, not US$30bn, and cut its target to US$20bnNote · Markets & the AI economy · 3 min
- Big Tech raised a net US$272bn in nine months; buybacks fell 83%Trend · Markets & the AI economy · 5 min
- Small NBFCs reportedly lost ₹300 crore in two months; RBI is checking banks' API linksNote · Security · 3 min
- Revenue up about 20%, shares down 20–29%: ServiceNow, Fortinet and IntelTrend · Markets & the AI economy · 5 min
- UPI averaged ₹1 lakh crore a day in October; value growth slowed to 15.6%Note · Markets & the AI economy · 2 min
We explain, then we count
Each piece starts with how the technology works and what changed, then counts what the products actually document.
Every number is sourced and dated
A figure carries its source and the date it held. Each piece says which facts are reported, which we counted, and which are our view.
Global events, Indian consequences
Technology is global. We cover what happened wherever it happened, then add what it means under Indian law and at Indian prices.
No vendor sees a piece first
TechBag resells software, and every piece says so. No vendor pays for or reviews coverage.