Dell’Oro Group forecasts AI Systems Security market to reach nearly $8B by 2030

Dell’Oro Group forecasts the AI Systems Security market will rise from essentially zero to nearly $8 billion by 2030 as enterprises move AI applications, models, and agents into production. The report frames the opportunity around securing the AI system’s reasoning, tool use, and runtime behavior.

Market overview

Dell’Oro Group says the emerging AI Systems Security (AISS) market is expected to grow through 2030 alongside broader enterprise AI systems spending, which it projects to reach nearly $400 billion. The firm also connects AISS demand to production AI adoption rather than public cloud spending alone.

The report notes that AISS moved from concept to competitive market quickly, with nearly 60 vendors covering areas such as model and component security, AI validation and red teaming, AI security posture management, runtime guardrails, and agent security.

Definition of AISS

Dell’Oro Group’s report defines AISS as securing AI applications, models, agents, prompts, retrieval paths, memory, tool use, orchestration logic, and runtime behavior. It also states the research continues to cover Cloud Native Application Protection Platform (CNAPP) as part of the cloud-native security landscape.

Key findings

The report highlights that runtime and control are expected to become a primary AISS battleground as prompts, retrieved context, outputs, tool calls, memory, and agent action chains require continuous observation and enforcement. It also projects CNAPP revenue to reach nearly $4 billion in 2025, citing a five-year CAGR of over 60 percent.

Dell’Oro Group reports that Wiz (Google) held the number-one CNAPP revenue share spot in 2025, followed by Microsoft, CrowdStrike, and Palo Alto Networks. It does not provide additional vendor revenue figures in the excerpt.

Analyst commentary

Dell’Oro Group Vice President and quoted director Mauricio Sanchez said, “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.”

Sanchez added, “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.”

Conclusion

The report positions AISS as a security category tied to production deployment of AI systems, with emphasis on runtime observation and enforcement, and it pairs that outlook with a forecast for enterprise AI systems spending and CNAPP market growth. This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.