'We need to see the pricing for AI come down': Palo Alto Networks CEO Nikesh Arora says AI is too expensive — and needs to fall 90% to become affordable
THE SO WHAT
When a major security vendor CEO says AI needs a 90% price drop to be broadly affordable, it’s a clear signal that current unit economics cap real deployment. If your AI roadmap assumes today’s inference pricing, revisit the plan—prioritize use cases with hard ROI now and design for a world where compute gets much cheaper but not uniformly so.
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