Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

Enterprises should urgently adopt quantum-safe infrastructure now and expect most AI token usage to shift to cheap open-weight models.

• Quantum timeline: Arvind Krishna pegs ~2030 as the midpoint when quantum computers break today's encryption, per DARPA's Quantum Benchmarking Initiative (down from hundreds of entrants to ~13); stolen encrypted disks today could be cracked in five years.
• Act now on IT: Nikesh Arora says Palo Alto's customers have hundreds of millions earmarked for IT spend this year, with roughly 50% going to infrastructure that isn't quantum-safe.

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