Check Point Software Technologies .(US:CHKP) CNBC Television·2025-10-28 21:03AI Security Landscape - Checkpoint is building a full-stack AI security solution for various use cases, including a deep pre-trained model acquired through the Lira acquisition [7] - The company emphasizes the importance of securing AI factories and data centers, highlighting new challenges like prompt injection and model tampering [3] - Checkpoint's partnership with Nvidia allows for better and more efficient protection at the chip level, reducing latency [3] AI Adoption and Market Perspective - The CEO believes the AI revolution is highly impactful, potentially the biggest technological shift of our lifetime, and we are currently in the early stages [9] - Customers, from boards to CISOs, are prioritizing AI adoption but are also aware of the emerging security challenges [10] - Checkpoint is focused on staying ahead of attackers who may exploit AI technologies for malicious purposes [10] Business Strategy and Future Growth - The Nvidia deal is specifically through Checkpoint and is a natural progression for the company, given its leading position in protecting legacy data centers [5] - Checkpoint is monitoring customers' AI adoption across different phases (enhancement, replacement, negotiation, crossover agents) to address evolving security implications [6] - The company's strategy involves providing security solutions for the entire AI adoption journey [8]