Cybersecurity is in a central moment with AI: Palo Alto Networks CEO

In an interview Tuesday with Jim Cramer of CNBC, Palo Alto networks The CEO, Nikesh Arora, said that cybersecurity is in a pivotal moment, because more and more companies integrate artificial intelligence in business.

“I think this is the ideal moment for security companies to be there to work with our customers to ensure, as we say,” deploy Bravely “, and this will be an inflection point,” he said.

According to Arora, even the “opponents” of the AI ​​are now trying to move data to the cloud in order to follow the competitors. The new models of AI require the cloud, he said, saying that companies will be left behind if they do not move their business to the platform. He stressed that technological megacaps should spend more than $ 300 billion in data centers this year, and companies must ensure that their technology is secure.

Arora also addressed the future of agentic AI, suggesting that “finally, you will have to give these agents a real agency.” He explained that agents will be able to do things like managing manufacturing capacities and managing production systems – which will arouse paranoia for businesses because they wonder if the programs could go “red”. Cybersecurity is to protect agents from air pirates, he continued.

Palo Alto Networks published its quarterly results Tuesday after closing, reporting better than expected income and income. However, its gross margin was lower than estimates. The actions of the company fell 3.7% in prolonged exchanges. Arora said that the last quarter was difficult as the customers have concerned about increased prices, notably pointing out the uncertainty of marketing in April.

“I think these are phenomenal results in this kind of execution environment,” he said.

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