Episode summary

Commvault CEO on AI security, Nvidia, data recovery

CNBC Power Lunch · · 6 min · Hosts: Brian Kelly, Kelly Evans, Power Lunch, Brian Sullivan · Guests: Sanjay Mirchandani

Commvault CEO on AI security, Nvidia, data recovery – CNBC Power Lunch

Summary

Commvault CEO Sanjay Mirchandani argues that as AI becomes embedded in mission-critical enterprise systems, recovery and resilience have become business imperatives rather than optional backup functions. He says the old model of testing backups a couple of times a year is no longer enough because machine-speed, interconnected systems can fail in new ways.

He frames Commvault’s new partnerships with NVIDIA, Databricks and Zscaler as part of a broader ecosystem. With NVIDIA and Databricks, the company aims to give customers access to protected data with provenance and context so they can train models faster or use the data elsewhere. With Zscaler, he says Commvault is building a protection layer around what AI can do inside an organization.

Mirchandani also explains Commvault’s new Agent Recover product, which is designed to track what an AI agent did, what identity it had, and then restore a business to its last known good state if something goes wrong. On NVIDIA, he says the company is a clear leader in AI and that the partnership is a deep technical one intended to deliver value to customers.

Key takeaways

  • Mirchandani says AI-era resilience means businesses must be able to recover to their last known good state, including data, applications and configurations.
  • He argues the old backup mindset is obsolete because enterprises now face machine-speed systems that can fail in more complex ways.
  • Commvault’s NVIDIA and Databricks partnerships are meant to make protected data usable faster by adding provenance and context for model training.
  • The Zscaler partnership is about building a protection harness around AI inside the enterprise, not just responding to cyberattacks.
  • Mirchandani says Agent Recover provides observability into an agent’s identity and actions so Commvault can restore the business with high confidence.

Notable quotes

“RECOVERY IS THE ABILITY, IF I HAD TO REALLY SIMPLIFY IT IS THE ABILITY FOR A, FOR A BUSINESS TO COME BACK TO THEIR LAST KNOWN GOOD STATE”

— Sanjay Mirchandani at 3:28

“WITH MACHINE SPEED AND THINGS CHANGING THAT ARE INTERCONNECTED. IT TAKES A WHOLE NEW WAY TO THINK ABOUT RESILIENCE AND THE ABILITY TO RECOVERY”

— Sanjay Mirchandani at 1:40

“SO THESE PARTNERSHIPS ARE PART OF A BROADER ECOSYSTEM”

— Sanjay Mirchandani at 1:56

“WE ANNOUNCED A PRODUCT CALLED AGENT RECOVER THAT DOES EXACTLY WHAT YOU SAID”

— Sanjay Mirchandani at 4:41

“THEY ARE ABSOLUTE LEADER. AND OUR PARTNERSHIP WITH THEM HAS BEEN IN THE MAKING FOR A FEW MONTHS”

— Sanjay Mirchandani at 6:02

How the episode opens

All right welcome back. We've seen a laundry list of ai related cybersecurity incidents in just the last few months alone. And that all culminated in the php programing scare from just a few weeks ago that affected roughly 70% of all websites and homepages and had some referring to it as ai's black october.

Our next guest has a direct line of sight into both the protection and the recovery. More importantly, that process when cyber attacks actually happen. Joining us now is Commvault ceo, Sanjay Mirchandani.

Sanjay, you just announced partnerships today with the likes of Nvidia, Databricks, Zscaler. Your products help companies recover data after it's been hacked or disrupted. That's going to be a key thing going forward.

So take us through what exactly these partnerships mean and why. The recovery side is one that a lot of ceos are focusing, and ctos and cisos are focusing more on these days.

Thanks, tom. Thanks for having me. You know, with ai.

Entering the enterprise mainstream with enterprises, organizations, building applications, using ai that help run their business mission critical. We, we are a big believer that resilience, your ability to really come back, recover if something was to go wrong becomes paramount. It becomes key.

In the past, when I say past, maybe two years ago, having, you know, having a good backup that you test a couple of times a year and you know, how to how to make it work was good enough. Now with machine speed and things changing that are interconnected. It takes a whole new way to think about resilience and the ability to recovery.

It's a business imperative, no different than your supply chain or your transportation lines or your production lines. So these partnerships are part of a broader ecosystem.

From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →

Topics

  • ai security
  • ai agents
  • data recovery
  • cybersecurity resilience
  • nvidia partnerships

Companies and tickers mentioned

  • CVLT
  • NVDA
  • ZS
  • Commvault
  • Nvidia
  • Databricks
  • Zscaler

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Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.

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