AI Security Market Forecast to Reach $8 Billion by 2030

The AI systems security (AISS) market will surge from virtually zero to nearly $8 billion in revenue by 2030, according to Dell'Oro Group. The rise will be fueled by enterprises pushing AI applications, models, and agents into production. The market has moved from concept to competitive, drawing nearly 60 vendors spanning model and component security, AI validation and red teaming, security posture management, runtime protections, and agent security.

“Enterprise AI spending is moving beyond chatbots and copilots into systems which retrieve data, call tools, maintain memory, and take action, creating a new security category around the AI system itself,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking at Dell’Oro. He added that security teams must now govern not only where workloads run, but also how AI systems reason, retrieve, invoke tools, and act.

Among additional highlights in a report, the broader enterprise AI systems spending base anchoring the forecast is expected to reach nearly $400 billion by 2030, underscoring that the AISS opportunity is tied to production AI adoption rather than public cloud spending alone. Runtime and control are expected to become the decisive battleground in the space, as prompts, retrieved context, outputs, tool calls, memory, and agent action chains require continuous observation and enforcement.

On the cloud-native application protection platform side, revenue rose to nearly $4 billion in 2025, representing a five-year CAGR of more than 60%. Google-owned Wiz took the top revenue share position, followed by Microsoft, CrowdStrike, and Palo Alto Networks.