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NB537: Palo Alto Networks IDs New Market With $25 Billion CyberArk Buy; Intel to Shed Networking Biz

10 snips
Aug 4, 2025
The hosts dive into recent developments in networking, including significant mergers and cyber threats. A unique banking breach involving an LTE Raspberry Pi illustrates vulnerabilities in physical security. They discuss crucial integrations between physical and cybersecurity, particularly under geopolitical pressures. Additionally, the conversation touches on logistics in marine shipping, highlighting data tracking challenges and connectivity issues. Listen in for insights into strategic shifts in tech and the evolving landscape of digital security!
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INSIGHT

Intel’s Spinout Targets AI Growth

  • Intel's network and edge group spinout aims to focus on growth areas like AI chips beyond x86.
  • The spinout could allow software networking development across architectures like ARM, expanding its life.
INSIGHT

Palo Alto’s Acquisition Raises Costs

  • Palo Alto’s acquisition of CyberArk strengthens its position in identity security but raises cost and lock-in concerns.
  • Customers may face higher prices despite integration benefits.
ADVICE

Insurance IT: Defend Sector Threats

  • Insurance IT teams must prioritize defense against sector-specific cyberattacks like Scattered Spider.
  • Enhance third-party risk management processes to limit attack surface and exposure.
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