帕洛阿尔托网络狂掀并购潮 阿罗拉250亿美元押注AI安全

智通财经
Aug 26
【帕洛阿尔托网络狂掀并购潮 阿罗拉250亿美元押注AI安全】帕洛阿尔托网络公司CEO阿罗拉过去18个月并购节奏骤升,先后以33.5亿美元收购Chronosphere、250亿美元拿下CyberArk,并曾与Datadog、Okta洽谈巨额交易未果。其核心逻辑是AI将根本改变网络安全,企业需持续监控系统以抵御AI黑客攻击。公司股价今年已涨90%,市值近2800亿美元。最新目标锁定日志分析公司Cribl和ClickHouse,同时探索AI安全防护标的。5月已数亿美元收购AI路由网关Portkey。竞争对手CrowdStrike、微软亦加速布局,风投预计AI安全领域还将迎来至少三到四起大型并购。帕洛阿尔托新开发产品结合AI与Chronosphere技术,获超600家客户试用,AI相关收入增长迅速但未单独披露,下周年报将揭晓更多细节。

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