AI security and compliance
Tools and services that protect AI systems and data, and prove AI use meets law and policy.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
Owns Wiz after its $32B purchase, bringing cloud security into Google Cloud.
25% of AI chip supply (Epoch AI)
Open profilebought Protect AI to add AI security
Next-generation security ARR of $8.13B, up 60% year on year (Q3 FY26, reported)
Open profilecloud security
Reported above $1B ARR during 2025, from unnamed sources (press)
Open profileIsraeli cyber firm that agreed to buy Lakera to add AI security to its products.
Open profileZurich firm whose Lakera Guard and Lakera Red products protect AI apps from attacks and test them before launch.
About $300M, the price Check Point is reported to pay (estimate, not officially disclosed)
Open profileStartup that secures AI and machine learning models, now being bought by Palo Alto Networks.
Price not disclosed (Palo Alto deal announced Apr 2025)
Open profileEndpoint and cloud security company that is adding protection for AI agents and AI apps.
Ending ARR about $5.84B, up 25% year on year (quarter to 31 Jul 2026)
Open profilecompliance automation
About $300M ARR (Apr 2026, Sacra estimate). A company profile says over $300M, not confirmed
Open profileAI governance platform
No figure found
Open profileStartup that secures AI agents by watching what they do and what they are allowed to access.
About $400M (Globes, unnamed sources, not officially disclosed)
Open profileWhere the money flows
Companies pay security and compliance subscriptions and audit fees, driven by regulation and fear of leaks.
Cash purchase of Wiz, closed 11 Mar 2026
mezha.netAgreed to buy Protect AI and fold it into Prisma AIRS
securityinfowatch.comAgreed to buy Lakera to add AI security
en.globes.co.il
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business AI policies, risk assessments and NZ Privacy Act or ISO 42001 readiness for small firms
- Small business Regular security reviews of client agents and automations
- Startup money Agent identity and permissions platform
- Giants only A cloud-scale AI security suite
Many AI security startups are features the big security vendors absorb, and demand is driven by fear before real incidents prove people will pay.
Sources: blog.google
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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