Palo Alto's $2B AI Bet to Dominate Cybersecurity

Palo Alto Networks CEO Nikesh Arora is wagering billions that AI will reshape cybersecurity, triggering massive vendor consolidation. His 'platformization' strategy combines heavy R&D investment with aggressive acquisitions to position the company as the dominant player. However, the race is far from over. Rivals CrowdStrike and Microsoft are aggressively pursuing their own AI-driven strategies, setting the stage for a high-stakes battle over the future of the cybersecurity market.