Cybersecurity Emerges as Critical Layer of AI Infrastructure
Analytics Insight, Tuesday, September 29th, 2026
Wall Street analysts see AI expanding attack surfaces and driving a cybersecurity spending upswing.
An Analytics Insight visual story reports that AI is creating new attack surfaces across endpoints, identity, cloud, networks and data, and that Goldman Sachs now views security as an AI beneficiary rather than a casualty, with a possible budget inflection by Q4 2026 or H1 2027.
Morgan Stanley highlights Palo Alto Networks, CrowdStrike, Microsoft, Cloudflare and identity vendors, and cited figures include CrowdStrike's $5.84 billion ARR, Palo Alto's $9.1 billion next-gen security ARR, up 63%, and Zscaler's $3.77 billion ARR.
Zero trust and SASE remain key layers of AI security infrastructure.