zen, certainly the dots are assemble-able,
I am inclined to begin with what is most likely, that is that there is nothing, and then look for things that change unlikely into likely ...
that firms have strategic alliances I consider likely to be the case in a world with or without the existence of Wave, so the presence of alliances means nothing on its own.
that Wave has a new deal with a hardware company I consider likely, there are few hardware folks left in the world that Wave does not have a deal with, and while such deals do not amount to much, adding one is something I feel was likely, it seems to be what they do.
that one of these big companies does business in Saudi Arabia I on consider likely.
that owners of networks covering considerable wealth have experienced security breaches I consider likely.
Taking these highly likely things and arranging them to result in a rather unlikely thing can be done, but I see no basis for it other than hope. There is no external reason or evidence to collect these things and put them in the same room.
The whole flow chart of necessary, sufficient, dependency, causality and so on yields all of nothing and everything rather convincingly. That something is convincingly everything or nothing is certainly a fertile place for hope, but to measured risk takers such as myself, my low bar is too high.
The above content is my opinion.