Palo Alto Networks CEO Nikesh Arora: We need to see the pricing of AI come down

We need to see the pricing for AI come down. I think the pricing today even makes it very hard for enterprises to take the bet and we don't need friction introduced by model companies from a pricing perspective and a deployment perspective. I think the demand for AI consumption is still infinite.We do not have enough compute in the world to satisfy the demands of both the consumer side and the enterprise side. So demand is not a constraint. The question becomes how quickly can we adopt the demand. ...