AI cybersecurity is emerging as a $20B+ TAM expansion -- AI-powered attacks drive 70%+ OT security billing growth while AI factories, agentic identity, and quantum readiness create entirely new demand categories

Cybersecurity spending is accelerating as a second derivative of AI deployment. Fortinet's OT security billing growth exceeds 70%. Palo Alto Networks, SentinelOne, Rubrik, and Akamai are all seeing AI-specific security demand accelerate. The threat surface has expanded in three directions simultaneously: AI-powered attacks requiring AI-powered defense; AI factory infrastructure requiring purpose-built security architectures; and agentic AI deployments requiring new identity and access management frameworks. Akamai's $1.8B frontier-model contract validates the edge AI security opportunity. Cloudflare's explosive developer growth positions it at the intersection of agentic AI deployment and security. F5 Networks is seeing demand from AI inference workloads requiring application-layer security. The OT security category -- protecting critical infrastructure from AI-enabled threats -- is the fastest-growing segment across cybersecurity companies, driving equipment spending at utilities, industrial facilities, and power plants. The market is creating a clear $20B+ TAM expansion opportunity. The pilot-to-production gap is significant: 100% of enterprises are pursuing agentic AI but only 17% have deployed beyond pilots (per Method B optical/software analysis), meaning the security spend associated with production agentic AI deployments has barely begun.