"a pretty significant inflection in the number of customers that are starting to talk about this and plan for this from an urgency perspective."
"From our perspective, AI and quantum are going to drive a lot more volume. So as the more bits that fly around, the more they need to be inspected, which means the need for bit inspection technologies is not going to go away,"
"But our team came back and said, these guys are the best engineers to run into."
Hostile nation-states are expected to possess quantum computers by 2029, creating a need to replace many current encryption-dependent security appliances with quantum-safe solutions. Palo Alto Networks plans to offer a full range of quantum-safe products and anticipates increased market demand tied to both quantum and AI growth. Customers have shown a noticeable rise in urgency about quantum preparedness over the past six to nine months. Increased AI and quantum-driven data volumes will heighten demand for bit inspection technologies. Palo Alto is acquiring Chronosphere for $3.5 billion to provide low-latency observability of petabyte-scale AI data streams, noting legacy observability was not designed for the AI era.
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