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In a world now running on data, where artificial intelligence (AI) models write code, answer questions, and power entire businesses, cybersecurity has quietly become the backbone holding it all together. That is where Palo Alto Networks (PANW) steps in. What began as a firewall company has evolved into a full-stack security giant, protecting cloud networks, enterprises, and increasingly, AI-driven infrastructure. As data grows rapidly and cyber threats become more advanced, Palo Alto has kept pace, evolving into a key player and a core holding in the cybersecurity space.
Naturally, as AI leaders like OpenAI with ChatGPT and Anthropic with Claude rise, some worry they could disrupt traditional cybersecurity by detecting threats on their own. It’s a fear similar to how AI coding tools shook the software space. But Benchmark analyst Yi Fu Lee believes these concerns are overblown and not a real threat.
