AI agent disclosures in SEC filings, deployment confirmed
As of 2026-10-06, Penguin Solutions, Inc. (PENG) disclosed AI-agent language in 5 SEC filings since 2026-02-02, including 2 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).
IT & security ops, Sales & marketing
5 filings since 2025-01-01. All EDGAR filings (opens in a new tab)
Stage and function are keyword-rule labels, not the company’s words.
Sentences copied from the filings, whitespace normalised.
“• Advanced ClusterWareAI with new self-managing agentic AI capabilities, building on the AI Factory Operations Agent introduced last quarter.”
“The new AI Factory Operations Agent provides administrators with a conversational interface using natural language queries.”
“As inference and agentic AI workloads become more persistent and context-rich, memory is increasingly becoming one of the primary performance and scalability bottlenecks.”
Penguin Solutions advanced ClusterWareAI with self-managing agentic AI that detects and remediates GPU issues.
“• Advanced ClusterWareAI with new self-managing agentic AI capabilities, building on the AI Factory Operations Agent introduced last quarter. ClusterWareAI now automatically detects and remediates GPU performance issues across inference environments, helping customers maintain higher uptime and reduce operational overhead as they scale AI workloads.”
Penguin Solutions cites strong customer demand for memory and AI infrastructure solutions including agentic AI workloads.
““We are seeing very strong AI-driven customer demand for memory and AI infrastructure solutions. As inference and agentic AI workloads become more persistent and context-rich, memory is increasingly becoming one of the primary performance and scalability bottlenecks. Penguin is well positioned at the intersection of memory and AI infrastructure to help customers address these evolving requirements. Given robust demand and disciplined execution, we are raising our full-year outlook for both net sales and EPS.””
Penguin expanded ClusterWareAI with an AI Factory Operations Agent using agentic AI for cluster operations.
“• Expanded ClusterWareAI operating system software for AI factories with AI-powered operations. The new AI Factory Operations Agent provides administrators with a conversational interface using natural language queries. This agent is the first in a planned family of agentic AI-powered agents designed to automate AI cluster operations with a human-in-the-loop approach.”
Penguin Solutions raised its fiscal 2026 outlook citing strong agentic AI-driven customer demand.
“Penguin Solutions is further raising its previously-issued improved financial outlook for full-year fiscal 2026, and as of July 7, 2026, expects both net sales and diluted EPS for full-year fiscal 2026 to be above the high end of its previously-issued outlook ranges. Supported by very strong agentic AI-driven customer demand across its Integrated Memory and AI Infrastructure businesses, Penguin Solutions now expects full-year fiscal 2026 net sales growth of 22% plus or minus 2%, full-year GAAP EPS of $1.97 plus or minus 5 cents, and full-year non-GAAP EPS of $2.60 plus or minus 5 cents.”
Penguin Solutions links fiscal 2026 outlook to agentic AI-driven demand.
“for Full-Year Fiscal 2026 Supported by Agentic AI-Driven Demand”
Penguin Solutions cites strong agentic AI-driven customer demand for its businesses.
“Shaikh continued, “Our business momentum remains strong as enterprises accelerate adoption of inference and agentic AI workloads, and demand for memory and AI infrastructure continues to grow. We continue to execute with focus and discipline on our AI Factory Platform strategy, supported by very strong agentic AI-driven customer demand across our Integrated Memory and AI Infrastructure businesses.””
Penguin Solutions raises fiscal 2026 outlook due to agentic AI-driven customer demand.
“Penguin Solutions reaffirms its previously issued financial outlook for full-year fiscal 2026, as provided in its earnings release issued on April 1, 2026, and expects both net sales and diluted EPS for full-year fiscal 2026 to be at the high end of its previously issued outlook ranges, supported by very strong agentic AI-driven customer demand across its Integrated Memory and AI Infrastructure businesses.”
Enterprises accelerate adoption of inference and agentic AI workloads driving demand for AI infrastructure.
““David brings experience scaling complex infrastructure platforms, optical networking technologies, and global operations,” said Kash Shaikh, President and CEO of Penguin Solutions. “As enterprises accelerate adoption of inference and agentic AI workloads, and demand for memory and AI infrastructure continues to grow, we believe David’s strategic insight and industry expertise will be valuable to the continued advancement of our AI Factory Platform strategy and our work helping customers deploy AI at production scale.””
Executive background mentions introducing agentic AI solutions at Securonix.
“Shaikh brings more than three decades of technology leadership and operational experience to Penguin Solutions, with a proven track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. He most recently served as President and Chief Executive Officer of Securonix, where he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets.”
Executive background mentions introducing agentic AI solutions at Securonix.
“Kash Shaikh is a veteran technology executive with over 30 years of operational experience and a distinguished track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. Prior to joining Penguin Solutions, Shaikh served as President and Chief Executive Officer of Securonix, a leading cybersecurity SaaS company offering AI-reinforced threat detection, investigation and response solutions. As CEO, he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets.”
Executive background mentions SIEM solutions powered by agentic AI at Securonix.
“Before joining the Company, Mr. Shaikh, age 56, served as President and Chief Executive Officer and a member of the Board of Directors of Securonix, Inc., a cybersecurity SaaS company offering Security Information and Event Management (SIEM) solutions powered by agentic AI, from July 2024 to February 2026. Prior to Securonix, Mr. Shaikh served as President and Chief Executive Officer and a member of the Board of Directors of Virtana Corporation, a hybrid cloud optimization and AI infrastructure observability software company, from November 2020 to February 2024. Earlier in his career, Mr. Shaikh served as Global Vice President and General Manager of the Enterprise Infrastructure Solutions business at Dell Technologies, Inc. Mr. Shaikh has also held executive and leadership positions at infrastructure companies including Hewlett Packard Enterprise Company, Cisco Systems, Inc., Ruckus Wireless, Inc., and Nortel Networks Corporation. Mr. Shaikh holds a Bachelor of Engineering from the NED University of Engineering and Technology, a Master of Science in Electrical Engineering from Wichita State University, and a Master of Business Administration from Boise State University.”