AI Security Emerges as the Darling of Venture Capitalists, Investors Bet on the "Public Utility of the AI Era"
BlockBeats News, June 6th, according to Forbes, compared to the cooling down of traditional cloud security field financing, the AI security track will become the focus of capital chasing in 2025. Data shows that only 15 cloud security companies received financing last year, while AI security-related companies completed a total of 144 financing rounds, becoming the most active sub-market in the cybersecurity field.
Analysis believes that investors are not betting on the AI application itself, but on the sustainability costs generated around AI operation, including infrastructure needs such as compliance, identity management, verification, and governance. This type of expenditure is more akin to "utilities", where even if an AI project fails to deliver the expected returns, companies still need to bear related security and regulatory costs.
The article pointed out that Google acquired cloud security company Wiz for $3.2 billion this year, making it the largest acquisition in its history. Wiz has already achieved over $1 billion in Annual Recurring Revenue (ARR) in 2025, with about half of the Fortune 100 companies as its customers, representing a stable cash flow asset in the AI era.
However, the AI security field also faces intensifying competition. Investment bank Momentum Cyber's statistics show that in the past three years, over 300 AI security startups have been established, but only about 10 companies have completed merger and acquisition exits so far. Analysts believe that with giants like Microsoft, CrowdStrike, Palo Alto Networks occupying the majority of the market share, the industry will undergo significant differentiation in the future.
Forbes stated that the capital market has begun to differentiate between "long-term sustainable revenue" and short-term concept hype. Truly valuable AI security businesses are more derived from rigid demands such as regulatory compliance and model validation, rather than security spending being market sentiment-driven.
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