Palo Alto Networks is the largest pure-play cybersecurity company, offering firewalls, cloud security (Prisma), and AI-powered threat detection (Cortex). Its platformization strategy - replacing dozens of point security products with one integrated platform - is winning. 85,000+ customers trust Palo Alto to secure their networks and clouds.
Key relationships in depth
Palo Alto Networks & Microsoft
Palo Alto Networks and Microsoft have a strategic cybersecurity partnership integrating Palo Alto's Cortex XSIAM security platform with Microsoft Azure Sentinel. Palo Alto's Prisma Cloud product protects Azure workloads and is available on the Azure Marketplace. The two companies co-sell to enterprise security teams that run both Azure and Palo Alto's security operations center.
Why it matters: Microsoft Azure's 65,000+ enterprise AI customers need network security, cloud security posture management, and threat detection that spans on-premises and cloud. Palo Alto's AI-powered security platform complements Azure Sentinel's SIEM capabilities by providing deeper endpoint and network visibility. The partnership helps both companies compete against CrowdStrike's all-in-one security platform.
Palo Alto Networks & NVIDIA
Palo Alto Networks and NVIDIA partnered in 2025 to integrate NVIDIA's NIM microservices and AI security capabilities into Palo Alto's Precision AI platform, enabling real-time AI-powered threat detection across network, cloud, and endpoint domains. The integration uses NVIDIA's GPU acceleration for Palo Alto's AI models running threat analysis in network security appliances and cloud-native security tools, reducing detection latency on high-volume network traffic.
Why it matters: Palo Alto Networks processes billions of security events daily and requires GPU-accelerated AI inference to run threat models at network speed, making NVIDIA's AI infrastructure a natural fit for its platform architecture. NVIDIA gains a marquee enterprise security partnership that demonstrates GPU utility in cybersecurity, a high-growth vertical where AI-native security companies are replacing legacy signature-based tools.
Palo Alto Networks & Alphabet
Palo Alto Networks and Google Cloud announced a landmark multibillion-dollar partnership in December 2025, deepening their existing strategic alliance to secure AI infrastructure and hybrid cloud environments. The agreement embeds Prisma AIRS (Palo Alto's AI security platform) across Google Cloud workloads, with Palo Alto Networks migrating portions of its own platform infrastructure to Google Cloud and adopting Vertex AI and Gemini models for threat detection. Cortex XSIAM, Palo Alto's AI-powered security operations platform, integrates with Google Cloud's logging and threat intelligence infrastructure for joint enterprise customers.
Why it matters: Google Cloud's enterprise customers building AI applications need security that understands AI-specific attack vectors including prompt injection, model poisoning, and API key exfiltration. Palo Alto's Prisma AIRS is one of the first enterprise security products specifically designed to protect AI infrastructure, and Google Cloud's Vertex AI customer base represents an ideal deployment target. The multibillion-dollar commercial commitment signals that both companies view joint enterprise security as a major growth market as enterprises accelerate cloud and AI adoption.
Palo Alto Networks & Amazon
Palo Alto Networks and AWS have a deep security partnership where Palo Alto's Prisma Cloud and Cortex XSOAR products are available on the AWS Marketplace. Palo Alto provides cloud security posture management and workload protection for AWS environments, helping enterprises meet compliance requirements and detect threats across their AWS infrastructure.
Why it matters: AWS's 4.19M+ customers need security beyond what AWS-native tools provide. Palo Alto's 3,500+ cloud enterprise customers deploy Prisma Cloud alongside AWS to achieve multi-cloud security visibility, compliance automation (SOC 2, PCI, HIPAA), and automated threat remediation. AWS Marketplace availability reduces friction for AWS-committed enterprises.
Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.