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Zscaler CEO Jay Chaudhry: ‘A record quarter’ after earnings beat
Zscaler CEO Jay Chaudhry discusses the company’s earnings beat, record quarter, and industry topics including Nvidia–Hugging Face on CNBC’s Squawk on the Street.
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What stands out
Jay Chaudhry opened by calling Zscaler's quarter "a record quarter from any measurement," and the conversation quickly pivoted to the Nvidia-Hugging Face tie-up, which matters more than a headline partnership. When cloud security vendors trumpet record demand and then point to model-hosting deals, you should notice the plumbing behind generative AI: GPUs, datacenter capacity, and enterprise contracts. CNBC gave investors a front-row reminder that software vendors and AI model hosts are feeding into Nvidia's hardware narrative, not replacing it.