Palo Alto CEO says $1 trillion of cybersecurity infrastructure isn’t ready for AI
· Technology · CNBC
Palo Alto Networks CEO Nikesh Arora stated that artificial intelligence is forcing companies to modernize roughly $1 trillion of aging cybersecurity infrastructure built for a pre-AI world. Speaking on CNBC's "Mad Money," Arora noted that systems deployed seven to 10 years ago are unprepared to handle automated threats moving at machine speed. Palo Alto reported strong fiscal fourth-quarter earnings and issued a positive outlook for the new fiscal year, reflecting heightened business urgency around modernizing security architectures. Arora highlighted Anthropic's Mythos model as a turning point that pushed companies to take software vulnerability exploits more seriously. Palo Alto shares have surged 113% since April following an initial market correction driven by fears that AI models would disrupt traditional security software.
Why it matters
Global enterprises and cybersecurity firms face mounting pressure to upgrade legacy digital defenses as automated threats accelerate, transforming AI from a market threat into a major growth driver for security providers.
Read the original report — CNBC
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