AI security has become a new favorite of capital, investors are betting on 'public utilities in the AI era' BlockBeats News: On June 6th, Forbes reported that compared to the cooling of financing in the traditional cloud security field, the AI security track will become the focus of capital pursuit in 2025. Data shows that only 15 cloud security companies received financing last year, while AI security related companies completed 144 rounds of financing, becoming the most active sub market in the field of network security. Analysis suggests that investors are not betting on AI applications themselves, but on the ongoing costs generated by AI operation, including infrastructure requirements such as compliance, identity management, verification, and governance. This type of expenditure is closer to the nature of 'public utilities', and even if AI projects fail to bring expected returns, companies still need to bear the related security and regulatory costs. The article points out that Google's acquisition of cloud security company Wiz for $32 billion this year became its largest acquisition in history. Wiz has achieved over $1 billion in annual recurring revenue (ARR) by 2025, with approximately half of the Fortune 100 companies as its clients, and is considered a representative of stable cash flow assets in the AI era. However, the field of AI security also faces intensified competition. According to Momentum Cyber, an investment bank, over 300 AI security startups have been established in the past three years, but only about 10 companies have completed mergers and exits so far. Analysts believe that as giants such as Microsoft, CrowdStrike, and Palo Alto Networks dominate the market share, the industry will experience significant differentiation in the future. Forbes stated that the capital market has begun to distinguish between "long-term sustainable income" and short-term concept hype. The truly valuable AI security business comes more from rigid requirements such as regulatory compliance and model validation, rather than security expenditures driven by market sentiment. ---------------------------------Click on the original link below to join the Beating · Feishu AI news channel, which continuously monitors global AI hotspots and news 24/7. [Original link]