New Report Projects $8 Billion Opportunity for AI Systems Security by 2030

A new report from Dell'Oro Group highlights the rapid emergence of the AI Systems Security (AISS) market, which is projected to grow from virtually zero today to nearly $8 billion by 2030. The surge is driven by enterprises moving AI applications, models, and autonomous agents into production environments.

What began as a conceptual category has quickly evolved into a competitive market, now comprising nearly 60 vendors. These companies span a wide range of capabilities, including model and component security, AI validation and red teaming, AI security posture management, runtime guardrails, and agent security.

"Enterprise AI spend is moving beyond chat and copilots into systems that retrieve data, call tools, maintain memory, and take action, creating a new security category around the AI system itself," said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell'Oro Group.

"The vendor rush reflects a broader buyer problem: security teams must now govern not just where workloads run, but how AI systems reason, retrieve, invoke tools, and act," added Sanchez.

The firm’s newly renamed AI and Cloud-native Security Advanced Research Report—formerly the Cloud Workload Security Advanced Research Report—defines AISS as encompassing the protection of AI applications, models, agents, prompts, retrieval mechanisms, memory, tool usage, orchestration logic, and runtime behavior.

The report continues to cover the Cloud Native Application Protection Platform (CNAPP) market, reflecting the growing overlap between AI systems and cloud-native architectures, shared development life cycles, and common operational stakeholders.

Key findings from the report include:

• Total enterprise spending on AI systems—the foundation for AISS growth—is expected to approach $400 billion by 2030, emphasizing that security demand is closely tied to real-world AI deployment rather than cloud spending alone.
• Runtime and control layers are emerging as the primary battleground in AISS, as organizations seek continuous monitoring and enforcement across prompts, retrieved data, outputs, tool interactions, memory, and agent-driven workflows.
• The CNAPP market reached nearly $4 billion in 2025, representing a five-year compound annual growth rate exceeding 60%.
• Wiz (Google) led CNAPP market share in 2025, followed by Microsoft, CrowdStrike, and Palo Alto Networks.

The report provides a comprehensive analysis of both the AISS and CNAPP markets, including forecasts, vendor positioning, product mapping, and broader market context. It also examines spending trends across development, deployment, and runtime phases; the evolving roles of hyperscalers and specialized vendors; regional market dynamics; and the relationship between enterprise AI adoption and security investment.

Additionally, the research distinguishes AI Systems Security from the broader AI security and governance landscape, offering clarity on how this emerging category fits into enterprise security strategies.

Source: Dell'Oro Group

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