Why does wider AI adoption bring security needs into sharper focus?

  • Kaiyuan Securities believes that as large models and agents enter government, finance, industry, healthcare and enterprise management, security risks are also extending into core business processes.
  • In addition to existing cyber threats, new risks such as prompt injection, model poisoning and coordinated deception among multiple agents mean companies need to protect AI systems themselves. Anthropic and OpenAI have both launched AI security defense models.
  • The UK National Cyber Security Centre expects AI-driven malware to be highly likely to be used in ransomware attacks against UK critical infrastructure by 2028. Over the next two years, AI may also increase the scale and efficiency of ransomware, social engineering and vulnerability exploitation attacks.

What spending is supporting market growth?

  • Gartner forecasts that the global AI security market will reach 4.783 billion dollars in 2027, up 69% from 2026, before rising further to about 7.7 billion dollars in 2028.
  • Demand for growth comes from companies protecting AI systems, addressing new vulnerabilities and strengthening defenses against sophisticated cyber threats. Gartner forecasts that AI application security will remain the largest spending category in 2027, at nearly 851 million dollars; spending on AI usage controls will be 749 million dollars.

How are relevant companies using AI in security operations?

  • Sinosoft Technology has built its “Xiaosai Security Intelligence Brain” using AI technology to coordinate multiple agents in carrying out complex security operations and maintenance tasks, aiming to make security operations more intelligent and process-driven.
  • Sangfor continues to invest in AI security. Its SangforAI achieved the top global evaluation score in the CyberGym benchmark in August 2026.
  • NSFOCUS has deployed its AI Fengyunwei in projects across industries including telecommunications, finance, energy and government. Its Hawkeye Security Operations Center uses the product to provide autonomous monitoring throughout the entire process, led by AI and supervised by experts.