无论开源AI赢还是闭源赢 网络安全都将是终局赢家! Palo Alto与CrowdStrike站上AI推理时代风口

智通财经
Aug 18
【无论开源AI赢还是闭源赢 网络安全都将是终局赢家! Palo Alto与CrowdStrike站上AI推理时代风口】智通财经APP获悉,华尔街金融巨头富国银行近日发布研报表示,网络安全超级巨头CrowdStrike(CRWD.US)和Palo Alto Networks(PANW.US)在即将公布最新财报与未来展望之前,正迎来由人工智能推理市场剧烈扩张所推动的网络安全软件产品订单增长动能。人工智能迈向天量级大规模推理和AI智能体式代理工作流(Agentic AI)阶段之后,网络安全需求不是简单“随前沿AI技术更新迭代而加速增长”,而是很可能出现远远高于传统IT支出的结构性增量扩张。

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