Marco Poletti

How AI and geopolitics are reshaping cybersecurity

Marco Poletti, Alison Nathan

Driven by escalating cyber threats and the strategic necessity for platform consolidation, the cybersecurity sector has witnessed record-breaking M&A activity despite a soft overall market, highlighted by Google's $32 billion acquisition of Wiz. While macroeconomic volatility creates near-term uncertainty for IPOs, the industry's resilient, "sticky" spending habits and significant private equity capital are redirecting focus toward cloud security and AI-driven defense solutions. This evolving landscape, bolstered by government partnerships and geopolitical tensions, positions the field as a critical competitive advantage even as it grapples with emerging risks from generative AI and autonomous attack vectors.