Outlook: Palo Alto is betting that enterprise customers agree with its vision of an AI-based, all-in-one security platform. Palo Alto CEO Nikesh Arora says, “The security industry is at an inflection point where AI will transform businesses and deliver outcomes not seen before. It’s a moment to accelerate growth and innovation. Together with IBM, we will capitalize on this trend, combining our leading security solutions with IBM’s pioneering watsonx AI platform and premier services to drive the future of security platformization with complete, AI-powered, secure-by-design offerings.”
4. Microsoft: Making security a top priority
Why they’re here: Microsoft has taken the platform route and consolidated scores of individual tools into six product lines: Defender, Sentinel, Entra, Purview, Priva, and Intune. A leader in AI through its close alliance with OpenAI (the creator of ChatGPT), Microsoft has released Copilot for Security, a generative AI solution that enables security teams to simplify processes such as incident remediation and guided response. Microsoft has an SSE offering, and it was named a leader in the 2024 Forrester Wave for XDR platforms.
Power moves: In March, Microsoft announced that it had hired the co-founders of AI startup Inflection (Mustafa Suleyman and Karen Simonyan) to run Microsoft’s AI operations. In April, Microsoft announced its unified SOC platform designed to break down silos and deliver SIEM, XDR, SOAR, and other functions under one roof.
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