Zscaler CEO Jay Chaudhry on AI agent security, memory costs and AI infrastructure

Summary

Zscaler CEO Jay Chaudhry discusses the company's new AI security products for agentic AI, explaining its zero trust architecture's advantages over legacy firewalls. He notes that the memory chip crunch has a manageable impact and that AI model companies going public will accelerate AI adoption, serving as a tailwind for Zscaler's cybersecurity demand.

• Zscaler launched new AI security products for agentic AI at Zenith Live conference.
• CEO Jay Chaudhry explains zero trust architecture as essential for secure communication among AI agents.
• Legacy firewall-based security is presented as obsolete for the agentic AI era.
• Memory chip cost increases are acknowledged but described as manageable for Zscaler's infrastructure.
• Going public of AI model companies is seen as a catalyst for enterprise AI agent adoption.
• Agentic AI adoption is framed as a significant growth driver for Zscaler's platform.