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How CISOs became the gatekeepers of $309B AI infrastructure spending


Security vendors race to control $309B AI infrastructure market. How AgenticOps, eBPF and silicon-speed security will determine the winners.

Palo Alto Networks, CrowdStrike and Cisco each report AI-driven security revenue growing 70 to 80% year-over-year while traditional infrastructure sales decline. “The complexity of AI workloads is straining existing infrastructure to its breaking point,” Ali Ghodsi, CEO of Databricks, notes in a blog post. Three pillars define enterprise-grade AgenticOps: unified data access across all domains, collaborative environments where NetOps and SecOps teams work together and purpose-built models that govern agent actions.

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