AI Systems Security market to reach nearly $8 billion by 2030
Updated
Updated · delloro.com · May 5
AI Systems Security market to reach nearly $8 billion by 2030
7 articles · Updated · delloro.com · May 5
Dell’Oro said about 60 vendors are competing as enterprises deploy AI models, agents and workflows into production.
The report says runtime controls will be the key battleground, as firms must monitor prompts, retrieved context, tool calls, memory and agent actions continuously.
Dell’Oro also linked the market to nearly $400 billion in enterprise AI systems spending by 2030, while the related CNAPP market reached almost $4 billion in 2025.
Is the $8 billion AI security market a necessary defense, or are vendors simply capitalizing on corporate fear of the unknown?
With most companies unprepared for AI threats, is the race to deploy autonomous agents creating an inevitable security disaster?
AI-Driven Data Center Investment Surges 57% in 2025 Amid Ethernet Networking and Security Revolution
Overview
In 2025, global data center spending surged 57%, driven mainly by hyperscalers and AI developers investing heavily in advanced infrastructure like Ethernet networking, Co-Packaged Optics, and liquid cooling. Meanwhile, enterprise spending lags due to tariffs, monetary policy, and uncertain AI returns. Sovereign cloud initiatives are growing, especially in Europe, supported by governments. AI security is becoming critical, fueled by rising cyber threats and strict regulations, leading to innovations like confidential computing and AI-driven threat detection. The shift from InfiniBand to Ethernet, backed by the Ultra Ethernet Consortium, is reshaping networking, while power and cooling challenges push new technologies. These trends highlight a market led by hyperscalers amid risks of overbuilding and energy constraints.