Palo Alto's new Google Cloud deal boosts AI integration
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Palo Alto's new Google Cloud deal boosts AI integration
"Security vendor Palo Alto Networks is expanding its Google Cloud partnership, saying it will move "key internal workloads" onto the Chocolate Factory's infrastructure. The outfit also claims it is tightening integrations between its security tools and Google Cloud to deliver what it calls a "unified" security experience. At the same time, Palo Alto may trim its own cloud purchase commitments."
"With Palo Alto committed to spending at least $6.3 billion over the next few years on cloud services alone through 2031, according to SEC filings, the deal appears to be a massive win for Google over rivals AWS and Microsoft Azure. In a press release on Friday, Palo Alto Networks said it was expanding its commitment to run its security platforms on Google Cloud's "secure, trusted AI infrastructure by migrating key internal workloads to Google Cloud in a new multibillion-dollar agreement.""
Palo Alto Networks will move key internal workloads to Google Cloud and run security platforms on Google Cloud's secure AI infrastructure under a multibillion-dollar agreement. The company is tightening integrations between its security tools and Google Cloud to provide a unified security experience. SEC filings show at least $6.3 billion committed for cloud services through 2031. Planned cloud purchase commitments changed: fiscal 2026 was $145 million originally, with $60 million now expected for the remainder; fiscal 2027 expectations fell from $774 million to $660 million. Forecasts for 2028–2031 rise, with $998M (2028), $1.01B (2029), $1.14B (2030), and about $2.5B (2031). The CFO said the company is negotiating favorable procurement arrangements as cloud host scale grows.
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