No matter whether open-source AI wins or closed-source AI wins, cybersecurity will be the ultimate winner! Palo Alto and CrowdStrike seize the windfall of the AI inference era!
The Wall Street financial giant Wells Fargo Bank recently released a research report stating that cybersecurity supergiant $CrowdStrike (CRWD.US)$ and $Palo Alto Networks (PANW.US)$ are seeing momentum in growth of orders for cybersecurity software products driven by the rapid expansion of the AI inference market. After AI moves into the stage of large-scale, massive inference and AI intelligent agent-style workflows (Agentic AI), cybersecurity demand is not simply likely to accelerate growth by “updating and iterating alongside cutting-edge AI technologies.” Instead, it may see a structural incremental expansion far beyond traditional IT spending.