Deal roundups say data-security firm Cyera is acquiring Oasis Security for about $1 billion to bolster defenses around AI agents. The transaction would be among the largest recent security M&A bets tied to autonomous software identities. It matters because capital concentration signals which layers of the AI stack investors believe will capture durable value. The piece has also been circulating in social discussion among people who watch this beat. Caveat: headline valuations can outrun revenue proof, so treat round sizes as signals rather than settled truth.