Deep|Cybersecurity: Enterprise AI Security Budgets Are Shifting Toward Large Platforms

Recent enterprise interviews show that AI applications are adding demand for identity, runtime and API security, with companies integrating these capabilities into existing platforms. We expect platforms that meet these needs and replace overlapping tools to grow spending within some accounts faster than the customers’ total security budgets. CrowdStrike, Palo Alto Networks and Cloudflare are among the vendors we are watching, although the outcome for each will depend on its products and customer purchases.

This article draws on our recent enterprise interviews. We will publish a separate report with the detailed findings on security, databases and related spending and procurement decisions.

The interviews point to additional AI demand and consolidation of older tools as the main drivers.

• AI and personal agents accessing enterprise systems bring new requirements for identity, runtime, API, and tool-call security. Existing platforms can meet these needs by expanding their deployments and incorporating pertinent security data.
• As traditional security budgets grow slowly, enterprises are cutting redundant tools and licenses, reallocating more spending to platform security vendors.

AI Is a Priority for Incremental Enterprise Security Spending With Identity Security in Focus