Following CrowdStrike and Palo Alto, the era of AI inference welcomes another cybersecurity winner! Zscaler (ZS.US) enters the trillion-dollar track with a sales pipeline up 75%

Zhitong Finance APP has learned that Zscaler (ZS.US), the leading U.S. cybersecurity technology company, saw its share price surge more than 11% in after-hours trading on Thursday. The company released a post-market strong earnings report that exceeded market expectations, along with an optimistic future outlook. This highlights that as generative AI shifts from experimental deployment to large-scale deployment of AI agents, cybersecurity budgets are evolving from discretionary spending to a prerequisite for implementing AI technologies. Additionally, the cybersecurity product line is experiencing a surge in cybersecurity software product orders driven by the rapid expansion of the AI inference market. As artificial intelligence advances to a massive scale inference and agentic AI workflow stage, cybersecurity demand is no longer simply "accelerating in tandem with updates to leading-edge AI technology," but is likely to see structurally higher incremental growth far exceeding traditional IT expenditures.