Dell’Oro Group has forecast that the emerging AI Systems Security (AISS) market will grow from “essentially zero” today to nearly US$8 billion by 2030, as enterprises move AI applications, models, and agents into production.
In a press release accompanying its newly published forecast report, the market research firm said AISS has moved quickly from a concept to a competitive market, with nearly 60 vendors spanning areas including model and component security, AI validation and red teaming, AI security posture management, runtime guardrails, and agent security.
“Enterprise AI spend is moving beyond chat and copilots into systems that retrieve data, call tools, maintain memory, and take action, creating a new security category around the AI system itself,” said Mauricio Sanchez, senior director, enterprise security and networking at Dell’Oro Group. “The vendor rush reflects a broader buyer problem: security teams must now govern not just where workloads run, but how AI systems reason, retrieve, invoke tools, and act.”
Dell’Oro said it has renamed its Cloud Workload Security Advanced Research Report to the AI and Cloud-native Security Advanced Research Report. The firm said the report defines AISS as securing AI applications, models, agents, prompts, retrieval paths, memory, tool use, orchestration logic, and runtime behaviour, while continuing to cover the Cloud Native Application Protection Platform (CNAPP) market.
According to Dell’Oro, the report argues that production AI systems increasingly rely on cloud-native architectures and shared lifecycle workflows, bringing AISS and CNAPP into closer alignment for operational buyers.
In highlights from its April 2026 research, Dell’Oro also forecast the broader enterprise AI systems spend base underpinning the AISS projection will reach nearly US$400 billion by 2030. It said runtime and control capabilities are expected to become a key battleground for AISS as prompts, retrieved context, outputs, tool calls, memory, and agent action chains require continuous observation and enforcement.
Dell’Oro also reported that the CNAPP market rose to nearly US$4 billion in 2025, representing a five-year compound annual growth rate of over 60%. It said Wiz (Google) held the largest CNAPP revenue share in 2025, followed by Microsoft, CrowdStrike, and Palo Alto Networks.
