Palo Alto Networks CEO puts a number on the AI cost problem: 90% token price drop needed

Palo Alto Networks CEO states that AI token prices must drop 90% within two years for enterprise scale, citing Uber's depletion of its entire 2026 AI budget by April and widespread corporate pullback on AI spending commitments.

This Wire brief sits within Fusion42's coverage of AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.