Palo Alto Networks Inc.‘s announcement Tuesday of its intent to acquire CyberArk for $25 billion implies a heavy price tag, as its shares fell on the news. But I believe it to be a good, long-term strategic move for Palo Alto and a logical extension of its platformization strategy. Valuation is interesting to look at but highly overrated long-term. If an acquisition is a good one and helps transform a company, then the purchase price won’t matter over time. Consider the purchase of Mellanox Technologies Ltd. by Nvidia Corp., which was almost $7 billion in 2019.

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Analysis: Palo Alto Networks bolsters Its AI play with acquisition of CyberArk

Cisco Systems Inc. this week held its first AI Summit, a thought leadership event on the pivotal topics shaping the future of artificial intelligence — this one focused on the security of AI systems. The summit was small and intimate, with about 150 attendees, including executives from about 40 Fortune 100 companies. I understand why the interest from top companies was so high, as the speaker list was impressive

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Unpacking Cisco AI Defense: its implications for customers and the company