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Gartner’s AI security forecast exposes 162x services growth that still trails software 2 to 1 in new spending

Gartner AI-amplified security forecast, growth multiple versus net-new dollars by segment, 2024 to 2030

Growth multiple versus net-new dollars added, 2024 to 2030. The segment ranking inverts between the two measures.

Every chart and table in this analysis opens full size when you click it.

Security services inside Gartner’s AI-amplified security market were worth $364 million in 2024. Gartner now projects $59 billion by 2030. That is 162 times larger in six years, compounding at 133.5% annually, the steepest curve anywhere in the forecast. I have tracked this forecast through every quarterly update, and no segment has ever moved like this one.

What Is AI-Amplified Security?

Gartner’s term for the share of existing security spending flowing to products with AI built in. Endpoint protection, firewalls, identity, and network security that now embed AI-driven detection, autonomous remediation, and agent-based response. Not a new category. Existing budgets redirecting toward AI-native capabilities. The companion forecast for securing AI itself reaches $16.4 billion in 2030. Gartner publicly confirms the 75%-by-2028 adoption projection.

The share table and the dollar table tell different stories. Software’s share of this market falls from 87.1% to 61.3%, and services picks up almost every point software gives up. Read only that and you conclude software is losing. Run the arithmetic on net-new spending and software still collects $116.5 billion of the $194.4 billion the market adds between 2024 and 2030. That is 60 cents of every new dollar, and it puts software ahead of services 2 to 1 on net-new spending.

Both things are true at once, and the gap between them is where security budgets get set wrong.

The numbers come from Gartner’s Forecast Analysis: AI-Amplified Security, Worldwide, 2026 (G00846160, August 4, 2026) by Shailendra Upadhyay. It is the first time Gartner has split AI-amplified security into software, services, and network security across a full seven-year window. The totals reconcile cleanly with the 2Q26 AI spending forecast, which carried AI-amplified security at $204.5 billion in 2030 without breaking out the segments underneath it.

This is a slice of the security budget, not an addition to it

The note states plainly that AI-amplified security is a subset of the information security forecast and that the spending is not additive. It points readers to the 2Q26 information security forecast, the one where securing AI became the only accelerating segment, for the parent view.

Keep the two straight. AI-amplified security is AI defending the enterprise, and it reaches $204 billion by 2030. Securing AI is the enterprise defending its own models, pipelines, and agents, at $16.4 billion in the same year. Roughly twelve dollars of AI-powered defense for every dollar spent protecting the AI doing the defending.

Key findings

  • $204.5 billion by 2030, up from $10.0 billion in 2024. A 65.3% CAGR and 20.4x expansion. Gartner projects that by 2028, over 75% of enterprises will use AI-amplified cybersecurity products for most use cases, up from less than 25% in 2025. AI inside the product is table stakes, not a differentiator.
  • Security services grows from $364 million to $59.0 billion. Share climbs from 3.6% to 28.9%, absorbing 25.3 of the 25.8 points software gives up. The skills gap is the engine.
  • Security software reaches $125.3 billion and still wins the dollars. Share drops 25.8 points, but software adds $116.5 billion in net-new spending against services’ $58.7 billion. Services leads on rate and share. Software leads on absolute money.
  • Network security reaches $20.1 billion at a 66.8% CAGR. Its share dips to 8.3% in 2027 before recovering to 9.8% in 2030. Autonomous agents for network security operations are the catalyst.
  • The largest annual increment lands at the end. The market adds $14.3 billion in 2024-25 and $44.0 billion in 2029-30. Growth rates fall from 143% to 27% over the same span. Budget to increments, not rates.
  • 72% of organizations already deploy AI with a third-party vendor. Only 27% rely primarily on internal resources, per Gartner’s 2025 AI Buying Behavior Survey of 556 respondents. That split is where the services forecast comes from.
  • Code analysis leads GenAI security adoption at 22% in production. Combined in-use and piloting reaches 52%. Threat hunting sits at 18% in use with the highest planning rate of any use case at 44%.
  • About one-third of network security tasks are automated today. Even fewer use AI. That gap is where the $20.1 billion network security forecast originates.
Gartner AI-amplified security market by segment, US dollars, 2024 to 2030

AI-amplified security by segment, 2024 to 2030.

Gartner AI-amplified security market forecast by segment, US dollars millions, 2024 to 2030

Why services is the story, and where that story stops

Gartner’s 2025 AI Buying Behavior Survey quantifies the build-versus-buy split across 556 respondents. 57% deploy AI using both internal resources and third-party vendors. 27% rely primarily on internal resources. 15% go primarily through third-party vendors. Add the first and third and 72% of AI deployments already run through an outside partner.

Services did not grow 162x because buyers developed a taste for consultants. It grew because most organizations cannot staff the alternative. ISC2 measured a global cybersecurity workforce gap of 4.8 million professionals in its 2024 study, a gap that widened 19% year over year while the active workforce stayed flat. Gartner’s note describes service providers investing heavily to claim early leadership and running well ahead of their own clients in applying AI internally.

Here is the part the share chart hides. Software still captures 59.9% of all net-new spending in this market through 2030, against 30.2% for services and 9.9% for network security. A vendor reading the share decline as an exit signal would be misreading it. The software line is growing 14.3x in absolute terms while losing share to a segment growing from almost nothing.

Some CISOs will argue that services dependency creates lock-in they will pay for later. That argument is sound. It also lost. Gartner’s own numbers show in-house operation of AI security tooling has not scaled for the majority, and the 72% third-party figure is the receipt.

Growth rates decelerate while dollar increments keep climbing

Year-over-year growth falls from 142.7% in 2024-25 to 27.4% in 2029-30. That deceleration is normal for a market scaling from $10 billion to $204 billion. Services alone stays above 35% every year of the forecast, ending at 35.1% in 2029-30 after starting at 403%.

Year-over-year growth rate by segment, Gartner AI-amplified security forecast

Year-over-year growth rate by segment.

Net-new dollars move the opposite direction. The market adds $14.3 billion in 2024-25, $38.0 billion in 2027-28, and $44.0 billion in 2029-30. Growth rates fall by four-fifths. Annual dollar increments triple. A business case anchored to “the market grows 143%” reads as broken by 2028. A business case anchored to “the market adds $38 billion that year” still holds.

Net-new AI-amplified security spending added per year, services versus software and network

Net new spending added per year, split by services versus software and network.

Look at the split inside those bars. In 2029-30, services contributes $15.4 billion of the $44.0 billion increment. Software and network contribute $28.7 billion. Even in the final year of the forecast, when services carries its highest share of the market, it is still the minority of new money.

The structural shift that defines this forecast

Software’s share falls 25.8 points across the forecast period. Services absorbs 25.3 of them. Network security ends roughly where it started, though not in a straight line, dipping to 8.3% in 2027 before recovering to 9.8% by 2030.

AI-amplified security segment share shift, 2024 to 2030

Segment share of the total AI-amplified security market.

AI-amplified security segment share shift, 2024 to 2030

The mechanism is staffing, not preference. Organizations bought AI security software intending to run it themselves. The services curve records what happened next. The $3.6 billion in venture funding flowing to agentic AI security startups confirms where the market believes the answer sits, and the acquisition wave underneath it says incumbents agree.

GenAI security adoption is broader than the in-use numbers suggest

Gartner’s 2025 Cybersecurity Innovations in AI Risk Management and Use Survey polled 302 cybersecurity leaders between March 21 and May 9, 2025. Fewer than 25% of organizations use GenAI for cybersecurity today. More than 60% are piloting or planning it. Gartner warns that without a clear strategy, many of these initiatives land as superficial implementations with high project turnover, driven by executive pressure rather than operational need.

Piloting is not aspiration. It means budget allocated, vendor selected, and a proof of concept running. Combine in-use and piloting and code analysis reaches 52%, user behavior analytics 51%, vulnerability detection 47%, and incident response 46%. The $204 billion endpoint assumes most of those pilots convert.

GenAI cybersecurity adoption by use case, 2025 Gartner survey

GenAI cybersecurity adoption by use case.

GenAI cybersecurity adoption by use case, 2025 Gartner survey

Threat hunting carries the highest planning rate in the survey at 44%, against 18% in production. No other use case has that much committed intent sitting ahead of deployment. When those budgets convert, threat hunting moves fastest in the next survey update.

Autonomous agents move from concept to production in network security

Human-centric operating models cannot absorb the scale, threat velocity, and traffic diversity that AI-driven workloads generate. Gartner describes AI-amplified network security agents that operate without predetermined workflows, adapt to security events nobody scripted, and handle threat detection, policy enforcement, and incident response while people supervise and validate rather than execute.

The trust curve is the constraint. By 2029, Gartner projects 10% of organizations will run autonomous agents with no human oversight for network security operations, up from less than 1% in 2026. Ten percent in three years is not a mass market. It is enough to reprice the segment, and the $20.1 billion forecast reflects that repricing. For how these agent numbers stack against other estimates, see my roundup of agentic AI forecasts and market estimates.

One number in the note worth checking before you quote it

Gartner’s note carries two different 2026 figures. The opening summary describes the market rising from $49 billion in 2026 to $204 billion by 2030. A later passage describes it reaching $204 billion in 2030, up from $81 billion in 2026. Table 1 puts 2026 at $48.5 billion and 2027 at $81.2 billion.

The table is the authority, and $49 billion is the number consistent with it. It also matches the $48.5 billion AI-amplified figure I reported in March from the prior forecast cycle. Anyone quoting $81 billion as a 2026 figure is quoting 2027.

What this forecast changes for CISOs and security vendors

  • Reassess build versus buy, then budget for both. The 72% third-party figure is an organizational verdict on in-house feasibility. Plan services into the operating model rather than bolting it on. Do not read the share shift as permission to stop buying software, because software still takes 60% of the new dollars.
  • Anchor business cases to dollar increments. The market adds $38.0 billion in 2027-28 and $44.0 billion in 2029-30. Those numbers stay correct. Growth percentages will look wrong inside two years.
  • Move on threat hunting next. It has the highest planning rate in Gartner’s survey at 44% against 18% in production. Organizations that move before the pipeline converts will have more mature detection models when it does.
  • Grade vendors on services delivery, not just features. A pure software licensing model captures a shrinking share of a growing market. Gartner’s note is direct about the consequence, warning that vendors who fail to operationalize AI for real-time threat detection and adaptive defense risk rapid obsolescence.
  • Start network security agent pilots now. Gartner projects 10% trusted autonomy by 2029. That leaves three budget cycles to build guardrails, validation workflows, and the evidence trail an auditor will ask for. Waiting until 2028 means arriving late with an unproven control set.
  • Watch the governance layer in parallel. Gartner’s first Hype Cycle for AI Governance puts most security-relevant governance capabilities two to five years from mainstream adoption, which is the same window in which these agents reach production.

Bottom line

I have tracked Gartner’s information security forecast through multiple quarterly updates. This is the first time the firm has published segment-level detail underneath AI-amplified security, and the segments say more than the total does. Traditional security spending is reorganizing around AI-native capability, and the delivery model is reorganizing with it.

Every CISO reading this should ask one question of their AI security strategy. Is it built around software licensing or around services delivery? The honest answer for most organizations is that it needs to be built around both, weighted differently than it is today. Services is where the growth rate lives. Software is where the money still goes.

The risk of getting this wrong is not theoretical. Forrester predicts an agentic AI deployment will cause a publicly disclosed data breach this year, leading to employee dismissals, a prediction Infosecurity Magazine reported when senior analyst Paddy Harrington framed it as a cascade of failures rather than a single point of error. Gartner’s forecast prices the defense. It does not schedule it.

Related on Software Strategies Blog

Source and methodology

All market sizing data from Gartner, Forecast Analysis: AI-Amplified Security, Worldwide, 2026, published August 4, 2026 (ID G00846160), by Shailendra Upadhyay. AI-amplified security is a subset of the information security forecast and this is not additive spending. Survey data from the 2025 Gartner AI Buying Behavior Survey (n=556, fielded November through December 2025 across North America, Western Europe, and Asia/Pacific, organizations with $50 million or more in enterprisewide revenue) and the 2025 Gartner Cybersecurity Innovations in AI Risk Management and Use Survey (n=302, fielded March 21 through May 9, 2025, organizations with $250 million or more in fiscal 2024 revenue). Gartner notes that neither survey represents global findings or the market as a whole.

CAGR, growth multiples, market share percentages, year-over-year growth rates, incremental spending, net-new dollar allocation, and combined adoption rates computed by Software Strategies Blog from Gartner’s published segment data. Segment values are independently rounded by Gartner and do not always sum to the stated totals. All charts are original visualizations created by Software Strategies Blog.

This post is my personal reflection on Gartner’s AI-amplified security research from an industry analyst perspective. It does not represent my employer.

Gartner’s $248.9B security forecast makes securing AI the only segment accelerating through 2030

Gartner 2Q26 forecast, securing AI turns Other Security Software into the only accelerating segment, 16.3% to 20.1% by 2030

Gartner published its 2Q26 information security forecast on June 25. Worldwide spending reaches $248.9 billion in 2026, up 12.7% in constant currency, and hits $372.6 billion by 2030. The total is not the story. For the first time, Gartner is counting what enterprises spend to secure AI itself. Securing AI flips the only accelerating growth curve in Gartner’s forecast. It captures more new dollars than any other category. By 2029 it is the largest line item in enterprise security.

I’ve tracked this forecast through every quarterly update, and the 2026 projection keeps climbing. In March, I had it at $244.2 billion. The 1Q26 update raised it to $246.2 billion. Now it stands at $248.9 billion. Two upward revisions in one quarter. The second one changes what the forecast measures, not just what it totals.

Where securing AI landed in Gartner’s forecast

Gartner folded securing AI spending into its Other Security Software segment, which now grows from $15.6 billion in 2025 to $37.6 billion by 2030. One accounting decision reshaped the entire forecast.

Start with the growth curve. The 1Q26 version of this segment decelerated from 7.3% growth in 2026 down to 3.6% by 2030. With securing AI counted, the same segment accelerates from 16.3% to 20.1% across the same window. I ran all 41 categories in Gartner’s detailed forecast file. This is the only one whose annual growth rate increases every single year through 2030.

Then the size ranking flips. Endpoint protection platforms hold the top category spot through 2028 at $27.3 billion. In 2029, the securing AI segment passes them, $31.2 billion versus $30.1 billion. By 2030, the gap will widen to $37.6 billion against $33.0 billion. The largest line item in enterprise security will be one that Gartner’s 1Q26 forecast had growing at 5.1% a year. The 2Q26 forecast has the same segment compounding at 18.5%.

Gartner 2Q26 forecast, securing AI segment passes endpoint protection in 2029 at $31.2B vs $30.1B, reaching $37.6B by 2030

The 10 fastest-growing categories through 2030

The table ranks the 41 detailed categories underneath Gartner’s 11 headline segments by 2025 to 2030 CAGR in constant currency. Market sizes are in current U.S. dollars.

# Category (Parent Segment) 2025 ($B) 2030 ($B) CAGR New $ ($B)
1 Cloud Security Posture Management $4.7B $16.1B 27.6% $+11.5B
2 Cloud Access Security Brokers $2.2B $6.6B 24.3% $+4.4B
3 Cloud Workload Protection Platforms $5.9B $15.7B 21.0% $+9.8B
4 Zero Trust Network Access $2.4B $6.4B 20.9% $+4.0B
5 Threat Intelligence $2.5B $6.1B 19.0% $+3.6B
6 Consent and Preference Management $0.8B $2.0B 18.6% $+1.2B
7 Other Security Software (incl. securing AI) $15.6B $37.6B 18.5% $+21.9B
8 Network Detection and Response $2.2B $4.1B 12.4% $+1.9B
9 Subject Rights Request Automation $1.3B $2.3B 12.3% $+1.1B
10 Vulnerability Assessment $3.5B $6.4B 12.0% $+2.8B
Total information security market $218.2B $372.6B 10.7% $154.4B

Source: Gartner, Forecast: Information Security, Worldwide, 2024–2030, 2Q26 (G00855892, June 25, 2026). CAGR is computed from constant-currency values. Dollar figures in current U.S. dollars.

Gartner 2Q26 forecast, top 10 fastest growing security categories, CSPM leads at 27.6% CAGR, securing AI at 18.5%

Seven categories compound at 18.5% or better. The whole market runs at 10.7%. Then the ranking falls off a cliff to 12.4%. Cloud security posture management leads everything at 27.6%, growing from $4.7 billion to $16.1 billion. The three cloud security categories together triple to $38.4 billion by 2030, extending the run I flagged when cloud security led the 4Q25 update at 28.8%. Zero trust network access grows 2.65x to $6.4 billion while the category it replaces, network access control, falls 61% to $382 million. That is a migration, not a decline. NAC dollars are showing up in ZTNA line items instead.

I update this Top 10 ranking every quarter as Gartner releases new forecast data. Get the next one in your inbox.

Where the next $154 billion lands

The market adds $154.4 billion in new annual spending between 2025 and 2030. Six categories capture just under half of it. The securing AI segment takes $21.9 billion, more than any other line. Endpoint protection adds $14.6 billion. CSPM adds $11.5 billion. Firewall equipment, the legacy line everyone keeps writing off, adds $9.9 billion, the fourth most in the entire forecast. The other 35 categories fight over what remains.

Gartner 2Q26 forecast, securing AI captures $21.9B of $154.4B in new security spending through 2030, most of any category

The bottom of the table tells the same story from the other direction. Consumer security software crawls at 3.5%. User authentication grows 3.1% a year, the slowest line in identity, while IDPS shrinks 8.3% and NAC contracts 17.7% annually. The standalone products that anchored enterprise security budgets a decade ago are being folded into the platforms that grew up around them, and the consolidation story vendors have pitched for years is now visible in Gartner’s own numbers.

In my 1Q26 breakdown of the Top 10 fastest growers, the securing AI segment did not exist as a distinct growth driver. One quarter later, it leads every category in new dollars. That is how fast the forecast structure moved.

What these numbers add up to

Gartner now expects more than half of the overall security market to include AI by 2030. This update prices the other side of that trade for the first time. In March, I wrote that enterprises were spending 17x more on AI tools than on securing AI itself. The catch-up spend now has its own line in the forecast, and it is the only number in the entire table that keeps accelerating.

Gartner raised its 2030 total outlook by $19.5 billion. The securing AI segment accounts for $20.3 billion of that revision. Every other segment combined has a net cut of roughly $780 million. The money is moving, and it is moving in one direction.

Gartner’s 3Q26 forecast update lands in the fall, and I’ll break down whether the securing AI acceleration holds or whether Gartner revises the trajectory once early enterprise adoption data comes in. That update will also be the first to reflect a full year of post-inclusion spending data.

Top 10 security categories where VC funding trails Gartner’s 2026 growth forecast, Crunchbase data

Top 10 security categories where VC funding trails Gartner’s 2026 growth forecast, Crunchbase data

Two of Gartner’s 10 fastest-growing security categories have zero venture-backed startups. Firewall equipment, a $26.7 billion market by 2030, and pure-play cloud access security brokers, projected at $7.1 billion, are controlled entirely by incumbent vendors. No startup has raised a dollar in either category since January 2025.

I cross-referenced Gartner’s 1Q26 Information Security forecast against CB Insights, Crunchbase, and PitchBook funding data for every one of the 10 fastest-growing security categories. The question: where is venture capital following Gartner’s growth signal, and where is it missing?

The answer is stark. $93.2 billion in projected 2030 spending across these 10 categories. $11.2 billion in total VC raised by 59 funded startups. That is an 8.3:1 gap between where enterprise demand is heading and where startup capital is flowing. In 5 of 10 categories, the gap exceeds 12:1. As I detailed in last week’s analysis of the 10 fastest-growing categories, growth is concentrating in cloud infrastructure, proactive intelligence, and privacy compliance. The VC data tells you whether anyone is building what CISOs need to buy.

“Cybersecurity leaders are navigating uncharted territory this year as these forces converge, testing the limits of their teams in an environment defined by constant change,” said Alex Michaels, Director at Gartner. The spending data confirms it. The startup funding data shows the supply side has not caught up.

Two of Gartner’s 10 fastest-growing security categories have zero venture-backed startups. Firewall equipment, a $26.7 billion market by 2030, and pure-play cloud access security brokers, projected at $7.1 billion, are controlled entirely by incumbent vendors. No startup has raised a dollar in either category since January 2025. I cross-referenced Gartner’s 1Q26 Information Security forecast against CB Insights, Crunchbase, and PitchBook funding data for every one of the 10 fastest-growing security categories. The question: where is venture capital following Gartner’s growth signal, and where is it missing? The answer is stark. $93.2 billion in projected 2030 spending across these 10 categories. $11.2 billion in total VC raised by 59 funded startups. That is an 8.3:1 gap between where enterprise demand is heading and where startup capital is flowing. In 5 of 10 categories, the gap exceeds 12:1. As I detailed in last week’s analysis of the 10 fastest-growing categories, growth is concentrating in cloud infrastructure, proactive intelligence, and privacy compliance. The VC data tells you whether anyone is building what CISOs need to buy. “Cybersecurity leaders are navigating uncharted territory this year as these forces converge, testing the limits of their teams in an environment defined by constant change,” said Alex Michaels, Director at Gartner. The spending data confirms it. The startup funding data shows the supply side has not caught up. ▼ GRAPHIC: GRAPHIC 2 — Paired bar chart: Gartner 2030 projection vs. VC raised (insert before master table) ▼ Figure 2: Gartner 2030 projections (dark) vs. total VC raised (light) for each of the 10 categories. The master table: Gartner forecast vs. startup funding by category I mapped each Gartner category against every cybersecurity startup that raised equity or debt since January 2025. Each company is assigned to one primary category to avoid double-counting. Gap Ratio is the Gartner 2030 market projection divided by total VC raised. Higher means wider gap. # Gartner Security Category 2025-26 GR 5yr CAGR 2030 Proj Startups Total VC Gap Ratio Verdict 1 Cloud Access Security Brokers (CASB) 27.2% 24.3% $7.1B 4 $182M 39:1 Critical Gap 2 Firewall Equipment (NGFW/FWaaS) 15.9% 9.1% $26.7B 0 $0 ∞ Incumbent Lock 3 Cloud Security Posture Mgmt (CSPM) 33.4% 27.6% $16.2B 6 $752M 21.5:1 Underfunded 4 Vulnerability Assessment 15.7% 12.0% $6.4B 6 $306M 20.9:1 Underfunded 5 Cloud Workload Protection (CWPP) 25.9% 21.0% $16.1B 8 $1.28B 12.6:1 Underfunded 6 Subject Rights Request Automation 16.2% 12.3% $2.3B 2 $240M 9.6:1 M&A Absorbed 7 Network Detection & Response (NDR) 15.6% 12.4% $4.1B 4 $701M 5.9:1 Moderate Gap 8 Zero Trust Network Access (ZTNA) 23.0% 20.9% $6.4B 10 $1.94B 3.3:1 VC Ahead 9 Threat Intelligence 27.3% 21.1% $6.9B 12 $3.16B 2.2:1 Oversupplied 10 Consent & Preference Mgmt 22.1% 18.6% $2.0B 7 $2.61B 0.8:1 Oversupplied Source: Gartner 1Q26 Information Security Market Current Outlook (G00846158, March 2026). Growth rates in constant currency. Funding data from CB Insights, Crunchbase, PitchBook. Analysis by Software Strategies Blog, April 2026. The table splits cleanly into three tiers. Five categories are underfunded or locked out (Gap Ratio above 9:1). Two sit in the middle. Three are oversupplied or ahead of the Gartner signal. I update this comparison every quarter as Gartner releases new forecast data. Get the next one in your inbox. The 3 widest gaps Gap #1: CASB — 39:1, and the category is disappearing Gartner projects cloud access security brokers reaching $7.1 billion by 2030 at a 24.3% CAGR. Total startup funding since January 2025: $182 million across just 4 companies. Company Total Funding Last Round Lead Investor HQ Founded Reco $85M $30M Series B Zeev Ventures New York 2020 Seraphic Security $44M $29M Series A GreatPoint Ventures Palo Alto / Israel 2020 Nudge Security $35M $22.5M Series A Cerberus Ventures Austin, TX 2021 Spin.AI $18M+ Undisclosed (K1) K1 Investment Mgmt Palo Alto 2017 The gap is structural, not cyclical. Pure-play CASB startups no longer exist as a standalone category. The buying motion has shifted to SASE platforms. Cato Networks raised $409 million in a Series G in June 2025, but that money funds a unified SASE platform spanning CASB, ZTNA, and SD-WAN. For CISOs, the implication is direct. If your CASB requirement is standalone, your vendor options are Netskope, Skyhigh, Forcepoint, and a handful of sub-$50 million startups. Expect fewer competitive bids and less pricing leverage than in categories where VC is abundant. Gap #2: CSPM — 21.5:1, the fastest-growing category is still starved Cloud security posture management is the single fastest-growing category in Gartner’s entire information security forecast. 33.4% growth in 2026. $16.2 billion by 2030 at a 27.6% five-year CAGR. Total startup funding: $752 million across 6 companies. Company Total Funding Last Round Lead Investor HQ Founded Upwind Security $430M $250M Series B Bessemer Venture Partners San Francisco 2022 Noma Security $132M $100M Series B Evolution Equity Partners New York / Tel Aviv 2023 Sentra $100M+ $50M Series B Key1 Capital New York / Tel Aviv 2021 Native Security $42M $31M Series A Ballistic Ventures Tel Aviv / Seattle 2024 Mondoo $32.5M $17.5M Series A Ext HV Capital San Francisco 2020 AccuKnox $15M $4M Venture DreamIt Ventures Menlo Park 2020 Upwind alone accounts for 57% of all CSPM startup capital. It hit unicorn status at a $1.5 billion valuation in January 2026. But one company cannot fill a $16.2 billion market. Alphabet’s $32 billion acquisition of Wiz in March 2026 removed the largest independent cloud security company from the startup market entirely. In my analysis of $3.6 billion in agentic AI security funding, I tracked how M&A is filling gaps that VC has not. CSPM is a category where that pattern is accelerating. Gap #3: Vulnerability Assessment — 20.9:1, the most active seed-stage category Gartner projects vulnerability assessment at $6.4 billion by 2030. Total VC: $306 million across 6 companies. Company Total Funding Last Round Lead Investor HQ Founded Zafran Security $130M $60M Series C Menlo Ventures New York 2022 Seemplicity $82M+ $50M Series B Sienna Venture Capital Tel Aviv 2020 Cogent Security $53M $42M Series A Bain Capital Ventures San Francisco 2024 Nucleus Security $20M+ $20M Series C Undisclosed Tampa, FL 2018 Onit Security $11M $11M Seed Hetz Ventures Tel Aviv 2025 ZAST.AI ~$10M $6M Pre-A Hillhouse Capital Seattle 2024 ▼ GRAPHIC: GRAPHIC 3 — Top funded startups in underfunded categories (insert after Vuln Assess table) ▼ Figure 3: Total funding by startup across the three underfunded categories (CSPM, CWPP, Vulnerability Assessment). This is the category with the most active early-stage investment. Cogent Security and Onit Security both use AI agents for autonomous vulnerability remediation. Zafran tripled ARR since its prior round. The agentic AI thesis is landing hardest in vulnerability management, and the funding trail shows it. Balbix, which had raised $98.6 million, was acquired in November 2025. For CISOs evaluating this category, the vendor field is young and fragmented. Half of the funded companies were founded in 2024 or later. Where VC is ahead of Gartner Three categories show the opposite pattern. In Consent & Preference Management, OneTrust alone has raised $2.1 billion against a $2.0 billion Gartner projection. In Threat Intelligence, $3.16 billion in VC against a $6.9 billion projection, but Dataminr ($1.24B) and ReliaQuest ($1.13B) account for 75% of the total. In ZTNA, Cato Networks’ $1.1 billion alone represents 57% of all category funding. ▼ GRAPHIC: GRAPHIC 4 — Concentration risk donut charts (insert after VC-ahead section) ▼ Figure 4: Single-company concentration in CWPP, ZTNA, and Threat Intelligence funding. The concentration risk matters. Strip out the single largest company in each oversupplied category and the gap ratios invert. Consent without OneTrust: $510 million, Gap Ratio 3.9:1. Threat Intelligence without Dataminr and ReliaQuest: $790 million, Gap Ratio 8.7:1. ZTNA without Cato: $835 million, Gap Ratio 7.7:1. M&A is filling the gaps VC won’t When startups cannot fill the gap, platform vendors acquire. The $3.6 billion in agentic AI security funding and $96 billion in M&A I tracked in March tells this story at scale. Palo Alto Networks assembled $29 billion in acquisitions. ServiceNow spent $11.6 billion. Alphabet closed $32 billion for Wiz. Veeam acquired Securiti.ai for $1.725 billion, removing the leading subject rights automation vendor from the independent market. Forrester’s 2026 cybersecurity budget data confirms the same pattern from the buyer side. Security budgets are growing, but the spend is concentrating in fewer, larger platform purchases. What this means for CISOs In underfunded categories, build internally or accept platform vendor lock-in. CSPM, vulnerability assessment, and CWPP all have Gap Ratios above 12:1. Fewer funded startups means fewer competitive alternatives. If your preferred vendor gets acquired, as Wiz, Securiti.ai, and Balbix all were, your roadmap depends on the acquirer’s priorities, not yours. In oversupplied categories, use the competition for better pricing. ZTNA, threat intelligence, and consent management have abundant VC-backed alternatives. Negotiate harder. Run competitive evaluations with three or more vendors. The funding data tells you which categories give you leverage. Watch for single-company concentration. Chainguard holds 70% of all CWPP startup funding. Cato holds 57% of ZTNA. OneTrust holds 80% of consent management. If any of these companies pivots, gets acquired, or fails, the category funding picture changes overnight. Bottom line Gartner projects $93.2 billion in 2030 spending across the 10 fastest-growing security categories. Venture capital has funded $11.2 billion in startups since January 2025. The 8.3:1 blended gap tells you the overall story. The category-level ratios tell you where to act. Cloud security posture management, vulnerability assessment, and cloud workload protection are growing at 2x to 3x the market average but remain underfunded relative to Gartner’s projections. Two categories, firewall equipment and pure-play CASB, have no startup investment at all. Platform vendors are filling gaps through acquisition at a pace that is reshaping every competitive evaluation. This is the third quarter I have tracked Gartner’s security forecast against independent funding data. The gap between enterprise demand and startup supply keeps widening. Gartner’s 2Q26 forecast lands in July. I will break down the updated Gap Ratios the week it drops. I wrote a shorter editorial take on what these gaps mean for CISO budgets on my Substack. Source: Gartner, Information Security Market Current Outlook, Worldwide, 1Q26 (G00846158), March 2026. Growth rates in constant currency. Dollar figures in current U.S. dollars. Funding data from CB Insights, Crunchbase, PitchBook, Statista. Cross-referenced against company press releases. Analysis by Software Strategies Blog.

The master table: Gartner forecast vs. startup funding by category

I mapped each Gartner category against every cybersecurity startup that raised equity or debt since January 2025. Each company is assigned to one primary category to avoid double-counting. Gap Ratio is the Gartner 2030 market projection divided by total VC raised. Higher means wider gap.

# Gartner Security Category 2025-26 GR 5yr CAGR 2030 Proj Startups Total VC Gap Ratio Verdict
1 Cloud Access Security Brokers (CASB) 27.2% 24.3% $7.1B 4 $182M 39:1 Critical Gap
2 Firewall Equipment (NGFW/FWaaS) 15.9% 9.1% $26.7B 0 $0 Incumbent Lock
3 Cloud Security Posture Mgmt (CSPM) 33.4% 27.6% $16.2B 6 $752M 21.5:1 Underfunded
4 Vulnerability Assessment 15.7% 12.0% $6.4B 6 $306M 20.9:1 Underfunded
5 Cloud Workload Protection (CWPP) 25.9% 21.0% $16.1B 8 $1.28B 12.6:1 Underfunded
6 Subject Rights Request Automation 16.2% 12.3% $2.3B 2 $240M 9.6:1 M&A Absorbed
7 Network Detection & Response (NDR) 15.6% 12.4% $4.1B 4 $701M 5.9:1 Moderate Gap
8 Zero Trust Network Access (ZTNA) 23.0% 20.9% $6.4B 10 $1.94B 3.3:1 VC Ahead
9 Threat Intelligence 27.3% 21.1% $6.9B 12 $3.16B 2.2:1 Oversupplied
10 Consent & Preference Mgmt 22.1% 18.6% $2.0B 7 $2.61B 0.8:1 Oversupplied

Source: Gartner 1Q26 Information Security Market Current Outlook (G00846158, March 2026). Growth rates in constant currency. Funding data from CB Insights, Crunchbase, PitchBook. Analysis by Software Strategies Blog, April 2026.

The table splits cleanly into three tiers. Five categories are underfunded or locked out (Gap Ratio above 9:1). Two sit in the middle. Three are oversupplied or ahead of the Gartner signal.

I update this comparison every quarter as Gartner releases new forecast data. Get the next one in your inbox.

The 3 widest gaps

Gap #1: CASB — 39:1, and the category is disappearing

Gartner projects cloud access security brokers reaching $7.1 billion by 2030 at a 24.3% CAGR. Total startup funding since January 2025: $182 million across just 4 companies.

Company Total Funding Last Round Lead Investor HQ Founded
Reco $85M $30M Series B Zeev Ventures New York 2020
Seraphic Security $44M $29M Series A GreatPoint Ventures Palo Alto / Israel 2020
Nudge Security $35M $22.5M Series A Cerberus Ventures Austin, TX 2021
Spin.AI $18M+ Undisclosed (K1) K1 Investment Mgmt Palo Alto 2017

The gap is structural, not cyclical. Pure-play CASB startups no longer exist as a standalone category. The buying motion has shifted to SASE platforms. Cato Networks raised $409 million in a Series G in June 2025, but that money funds a unified SASE platform spanning CASB, ZTNA, and SD-WAN.

For CISOs, the implication is direct. If your CASB requirement is standalone, your vendor options are Netskope, Skyhigh, Forcepoint, and a handful of sub-$50 million startups. Expect fewer competitive bids and less pricing leverage than in categories where VC is abundant.

Gap #2: CSPM — 21.5:1, the fastest-growing category is still starved

Cloud security posture management is the single fastest-growing category in Gartner’s entire information security forecast. 33.4% growth in 2026. $16.2 billion by 2030 at a 27.6% five-year CAGR. Total startup funding: $752 million across 6 companies.

Company Total Funding Last Round Lead Investor HQ Founded
Upwind Security $430M $250M Series B Bessemer Venture Partners San Francisco 2022
Noma Security $132M $100M Series B Evolution Equity Partners New York / Tel Aviv 2023
Sentra $100M+ $50M Series B Key1 Capital New York / Tel Aviv 2021
Native Security $42M $31M Series A Ballistic Ventures Tel Aviv / Seattle 2024
Mondoo $32.5M $17.5M Series A Ext HV Capital San Francisco 2020
AccuKnox $15M $4M Venture DreamIt Ventures Menlo Park 2020

Upwind alone accounts for 57% of all CSPM startup capital. It hit unicorn status at a $1.5 billion valuation in January 2026. But one company cannot fill a $16.2 billion market.

Alphabet’s $32 billion acquisition of Wiz in March 2026 removed the largest independent cloud security company from the startup market entirely. In my analysis of $3.6 billion in agentic AI security funding, I tracked how M&A is filling gaps that VC has not. CSPM is a category where that pattern is accelerating.

Gap #3: Vulnerability Assessment — 20.9:1, the most active seed-stage category

Gartner projects vulnerability assessment at $6.4 billion by 2030. Total VC: $306 million across 6 companies.

Company Total Funding Last Round Lead Investor HQ Founded
Zafran Security $130M $60M Series C Menlo Ventures New York 2022
Seemplicity $82M+ $50M Series B Sienna Venture Capital Tel Aviv 2020
Cogent Security $53M $42M Series A Bain Capital Ventures San Francisco 2024
Nucleus Security $20M+ $20M Series C Undisclosed Tampa, FL 2018
Onit Security $11M $11M Seed Hetz Ventures Tel Aviv 2025
ZAST.AI ~$10M $6M Pre-A Hillhouse Capital Seattle 2024

 

This is the category with the most active early-stage investment. Cogent Security and Onit Security both use AI agents for autonomous vulnerability remediation. Zafran tripled ARR since its prior round. The agentic AI thesis is landing hardest in vulnerability management, and the funding trail shows it.

Balbix, which had raised $98.6 million, was acquired in November 2025. For CISOs evaluating this category, the vendor field is young and fragmented. Half of the funded companies were founded in 2024 or later.

Where VC is ahead of Gartner

Three categories show the opposite pattern. In Consent & Preference Management, OneTrust alone has raised $2.1 billion against a $2.0 billion Gartner projection. In Threat Intelligence, $3.16 billion in VC against a $6.9 billion projection, but Dataminr ($1.24B) and ReliaQuest ($1.13B) account for 75% of the total. In ZTNA, Cato Networks’ $1.1 billion alone represents 57% of all category funding.

The concentration risk matters. Strip out the single largest company in each oversupplied category and the gap ratios invert. Consent without OneTrust: $510 million, Gap Ratio 3.9:1. Threat Intelligence without Dataminr and ReliaQuest: $790 million, Gap Ratio 8.7:1. ZTNA without Cato: $835 million, Gap Ratio 7.7:1.

M&A is filling the gaps VC won’t

When startups cannot fill the gap, platform vendors acquire. The $3.6 billion in agentic AI security funding and $96 billion in M&A I tracked in March tells this story at scale. Palo Alto Networks assembled $29 billion in acquisitions. ServiceNow spent $11.6 billion. Alphabet closed $32 billion for Wiz. Veeam acquired Securiti.ai for $1.725 billion, removing the leading subject rights automation vendor from the independent market.

Forrester’s 2026 cybersecurity budget data confirms the same pattern from the buyer side. Security budgets are growing, but the spend is concentrating in fewer, larger platform purchases.

What this means for CISOs

In underfunded categories, build internally or accept platform vendor lock-in. CSPM, vulnerability assessment, and CWPP all have Gap Ratios above 12:1. Fewer funded startups means fewer competitive alternatives. If your preferred vendor gets acquired, as Wiz, Securiti.ai, and Balbix all were, your roadmap depends on the acquirer’s priorities, not yours.

In oversupplied categories, use the competition for better pricing. ZTNA, threat intelligence, and consent management have abundant VC-backed alternatives. Negotiate harder. Run competitive evaluations with three or more vendors. The funding data tells you which categories give you leverage.

Watch for single-company concentration. Chainguard holds 70% of all CWPP startup funding. Cato holds 57% of ZTNA. OneTrust holds 80% of consent management. If any of these companies pivots, gets acquired, or fails, the category funding picture changes overnight.

Bottom line

Gartner projects $93.2 billion in 2030 spending across the 10 fastest-growing security categories. Venture capital has funded $11.2 billion in startups since January 2025. The 8.3:1 blended gap tells you the overall story. The category-level ratios tell you where to act.

Cloud security posture management, vulnerability assessment, and cloud workload protection are growing at 2x to 3x the market average but remain underfunded relative to Gartner’s projections. Two categories, firewall equipment and pure-play CASB, have no startup investment at all. Platform vendors are filling gaps through acquisition at a pace that is reshaping every competitive evaluation.

This is the third quarter I have tracked Gartner’s security forecast against independent funding data. The gap between enterprise demand and startup supply keeps widening. Gartner’s 2Q26 forecast lands in July. I will break down the updated Gap Ratios the week it drops. I wrote a shorter editorial take on what these gaps mean for CISO budgets on my Substack.

Source: Gartner, Information Security Market Current Outlook, Worldwide, 1Q26 (G00846158), March 2026. Growth rates in constant currency. Dollar figures in current U.S. dollars. Funding data from CB Insights, Crunchbase, PitchBook, Statista. Cross-referenced against company press releases. Analysis by Software Strategies Blog.

 

Top 6 cybersecurity trends from Gartner’s 2026 Security Forecast

Over 57% of employees are using personal GenAI accounts for work. A third of them admit to uploading sensitive data into tools their security teams haven’t approved. Meanwhile, agentic AI is proliferating through no-code platforms and vibe coding, creating attack surfaces most CISOs can’t see, let alone govern. And quantum computing? No longer a 10-year planning horizon. It’s a 2030 action deadline.

Gartner’s Top Trends in Cybersecurity for 2026 report, released February 5, 2026, identifies six forces reshaping how CISOs must operate. These cut across governance, AI adoption, identity, workforce, and cryptographic strategy simultaneously. None of them is incremental.

The trends report lands alongside Gartner’s updated Forecast: Information Security, Worldwide, 2023–2029, 4Q25 (G00843183, December 18, 2025) and the Forecast Analysis: Information Security, Worldwide, 2026 (G00838442, February 5, 2026), which together project global information security spending reaching $244.2 billion in 2026, up 13.3% in current U.S. dollars. I’ve tracked this forecast through multiple quarterly updates. The trajectory keeps steepening. The six trends below explain where that money is going and why.

“Cybersecurity leaders are navigating uncharted territory this year as these forces converge, testing the limits of their teams in an environment defined by constant change,” said Alex Michaels, Director Analyst at Gartner. “This demands new approaches to cyber risk management, resilience, and resource allocation.”

The spending backdrop: $244 billion and accelerating

Before getting into the six trends, context matters. Gartner’s 4Q25 forecast shows the three major security segments all growing at double-digit constant currency rates in 2026:

Source: Gartner Forecast: Information Security, Worldwide, 2023–2029, 4Q25 Update (G00843183). Constant currency rates.

Cloud security remains the fastest-growing subsegment at 28.8% growth in 2026. Nothing else comes close. The combined cloud security market (cloud security posture management, cloud access security brokers, and cloud workload protection platforms) is projected to reach $32.4 billion by 2029, with a 25% CAGR in constant currency. I’ve been watching this subsegment accelerate for three quarters straight. CSPM alone is growing at a 31.30% CAGR.

 

Cloud security spending reaches $32.4 billion by 2029. CSPM leads at 31.30% CAGR. Source: Gartner 4Q25 Forecast. (Please click on the image to expand for easier reading)

Trend 1: Agentic AI demands cybersecurity oversight

This is the trend that touches everything else on this list. Employees and developers are deploying AI agents through no-code/low-code platforms and “vibe coding” at a pace that outstrips security governance. Unmanaged AI agent proliferation. Unsecured code. Compliance violations that most security teams don’t even have visibility into yet. That’s the picture Gartner is painting.

Gartner’s recommendation is blunt: cybersecurity leaders must identify both sanctioned and unsanctioned AI agents operating within their environments, enforce access controls and data guardrails, and develop incident response playbooks specific to agent-driven threats.

“While AI agents and automation tools are becoming increasingly accessible and practical for organizations to adopt, strategic cybersecurity planning for these technologies is essential,” said Michaels. Cybersecurity leaders must work cross-functionally to manage agentic AI adoption, identifying sanctioned and unsanctioned AI agents, enforcing data access controls, and developing incident response playbooks.

The spending data backs this up. Gartner’s 4Q25 forecast projects the AI-amplified security market reaching $160 billion by 2029, up from $49 billion in 2025. Gartner is clear that this isn’t additive spending. It represents the portion of existing security products that now embed AI capabilities. But the expectation tells the story: over 75% of enterprises will use AI-amplified cybersecurity products by 2028, up from less than 25% in 2025. Vendors that don’t embed AI will lose shelf space. (For more on AI security platforms, see Gartner’s Top Strategic Technology Trends for 2026, which predicts that over 50% of enterprises will use AI security platforms to protect their AI investments by 2028.)

Trend 2: Global regulatory volatility drives cyber resilience efforts

Regulators are getting personal. Boards and executives now face direct liability for compliance failures. Not just organizational fines, but individual accountability. The penalties for inaction have moved from theoretical to career-ending. Across multiple jurisdictions simultaneously.

Gartner advises cybersecurity leaders to formalize collaboration across legal, business, and procurement teams to establish clear accountability for cyber risk. Align control frameworks to recognized standards. Address data sovereignty concerns before they become enforcement actions. The organizations doing this well are treating regulatory preparedness as a core security function, not an annual compliance checkbox.

This is where the spending data gets interesting. Gartner’s forecast shows security consulting services growing from $24.2 billion (2024) to $36.6 billion (2029), adding $12.4 billion in five years. Security professional services follow a similar trajectory: $27.3 billion to $40.8 billion, adding $13.5 billion. Organizations are buying outside expertise because they can’t build regulatory competence fast enough in-house. I’ve been covering these numbers for three quarters, and the services growth is the part of the forecast that keeps surprising me.

Infrastructure protection adds $26.4 billion between 2024 and 2029, the largest absolute growth of any subsegment. Source: Gartner 4Q25 Forecast. (Please click on the image to expand for easier reading)

Trend 3: Post-quantum computing moves into action plans

Gartner predicts advances in quantum computing will render the asymmetric cryptography that organizations rely on unsafe by 2030. Four years. That’s the window to adopt post-quantum cryptography alternatives before “harvest now, decrypt later” attacks start cashing in on data that adversaries are collecting today.

Organizations need to identify their cryptographic deployments, assess data sensitivity and lifespan, and prioritize cryptographic agility. That last phrase keeps coming up in my conversations with CISOs. The ability to swap encryption methods without re-architecting entire systems. Swapping an algorithm is one thing. Doing it across a production environment without downtime is an entirely different problem.

“Post-quantum cryptography is reshaping cybersecurity strategies by prompting organizations to identify, manage, and replace traditional encryption methods, while prioritizing cryptographic agility,” said Michaels. “By investing in these capabilities and prioritizing migration now, assets will be secured when quantum threats become a reality.

The encryption market in Gartner’s 4Q25 forecast grows from $1.04 billion in 2023 to $2.04 billion by 2029 at an 11.95% CAGR. A 2.0x increase. For what has historically been one of the slower-growing security subsegments, that’s a significant acceleration. Quantum urgency is changing the math.

Trend 4: Identity and access management adapts to AI agents

AI agents are breaking traditional IAM models. Plain and simple. Identity registration and governance, credential automation, and policy-driven authorization weren’t designed for autonomous machine actors that can initiate actions, access data, and interact with systems without human intervention. The scale problem compounds fast: when every employee can deploy dozens of AI agents, the identity surface area explodes.

Gartner recommends a targeted, risk-based approach. Invest where gaps and risks are greatest. Leverage automation where possible. The practical starting point is understanding which AI agents carry the most privilege and the least oversight. Those are your highest-risk identities right now, and most organizations haven’t inventoried them.

The identity market is already significant. Gartner’s 4Q25 forecast shows identity access management growing from $18.7 billion (2024) to $29.0 billion (2029), adding $10.3 billion in five years. That’s before the full scale of agentic AI identity requirements hits the market. IAM vendors that solve machine-actor identity at scale will capture a disproportionate share of that $10.3 billion growth.

Trend 5: AI-driven SOC solutions destabilize operational norms

AI-enabled security operations centers are enhancing alert triage and investigation workflows. The technology works. But deploying AI into a SOC doesn’t automatically reduce headcount needs. It changes the skill mix. Analysts who excelled at manual triage need different capabilities to oversee AI-driven workflows. Organizations are discovering this the hard way. That’s an organizational transformation challenge, and throwing more technology at it doesn’t help.

“To realize the full potential of AI in security operations, cybersecurity leaders must prioritize people as much as technology,” said Michaels. “Strengthening workforce capabilities, implementing human-in-the-loop frameworks into AI-supported processes and aligning adoption with clear strategic objectives will be critical to maintaining resilience as SOCs evolve.”

The talent dimension makes this harder than it already sounds. ISC2’s 2024 Cybersecurity Workforce Study, published in October 2024, documented a global workforce gap of 4.8 million professionals, a 19% year-over-year increase. The active workforce flatlined at 5.5 million (up just 0.1%). The numbers are brutal: 25% of organizations reported cybersecurity layoffs in 2024. 37% faced budget cuts. 90% report skills shortages. 58% believe the shortage puts their organization at significant risk. On the spending side, managed security services are growing at 11.1% in 2026, the fastest rate in the services segment. Organizations can’t hire fast enough, so they’re buying managed SOC capacity instead.

Trend 6: GenAI breaks traditional cybersecurity awareness tactics

Existing security awareness programs are failing. Full stop. A Gartner survey of 175 employees conducted between May and November 2025 found that 57% use personal GenAI accounts for work purposes, while 33% admit to uploading sensitive information to tools their organizations haven’t sanctioned. Those numbers should alarm every CISO reading this. A third of your workforce is actively feeding proprietary data into tools you can’t audit.

Gartner recommends shifting from general awareness training to adaptive behavioral programs that include AI-specific tasks. Generic compliance videos won’t cut it here. The organizations getting this right are making approved GenAI tools easy to access and unsanctioned tools hard to justify. Trying to ban GenAI outright just drives usage underground and costs you talent.

Strengthening governance, embedding secure practices, and establishing clear policies for authorized GenAI use will reduce exposure to privacy breaches and intellectual property loss. The governance gap on GenAI usage is, in my view, the most underestimated risk on this entire list. Every other trend has a spending line item attached to it. This one requires behavioral change, which is harder to buy.

Total market trajectory: $173.5 billion to $323.5 billion

Gartner’s year-by-year spending trajectory shows the acceleration curve these six trends are riding:

Source: Gartner Forecast: Information Security, Worldwide, 2023–2029, 4Q25 Update (G00843183, December 18, 2025). Current U.S. dollars.

 

CSPM and CASB lead all security categories with 31% and 26% CAGR through 2029. Source: Gartner 4Q25 Forecast. (Please click on the image to expand for easier reading)

What this means for CISOs

Three of the six trends (agentic AI oversight, IAM for machine actors, and GenAI awareness) are fundamentally about the same problem: autonomous AI systems operating inside enterprise environments without adequate governance. The other three (regulatory volatility, post-quantum readiness, and AI-driven SOCs) are the structural forces those governance failures will collide with. That convergence is the signal about where 2026 budgets need to go.

The organizations that will navigate this environment successfully are doing three things simultaneously:

Mapping their AI agent footprint now. If you don’t know how many AI agents are operating across your environment, sanctioned and unsanctioned, you can’t govern what you can’t see. Gartner’s 75% AI-amplified product adoption projection by 2028 means this window for establishing control is narrow.

Building cryptographic agility into their architecture. The 2030 quantum deadline means migration planning starts in 2026, not 2028. The encryption market’s 2.0x growth reflects early movers. Late movers face rip-and-replace costs that compound every quarter they wait.

Investing in people alongside AI tooling. AI-enabled SOCs work when human operators have the skills to oversee them. The ISC2 data is unambiguous: a 4.8 million professional gap growing at 19% year-over-year. Managed security services growth at 11.1% tells you where CISOs are finding capacity.

Gartner’s numbers aren’t projections anymore. They’re procurement trends already hitting finance systems. The $244.2 billion flowing into information security this year will fund agentic AI governance, quantum migration, and SOC transformation, whether your organization participates or not.

Bottom line: CISOs planning for 2027 are watching their competitors buy the tools they’ll be scrambling for in 18 months. The data says move now.