On June 6, Forbes reported that compared to the cooling of financing in the traditional cloud security sector, AI security is set to become the focus of capital pursuit by 2025. Data shows that last year only 15 cloud security companies received funding, while AI security-related enterprises completed a total of 144 funding rounds, making it the most active sub-sector in cybersecurity. Analysts believe that investors are not betting on AI applications themselves, but rather on the ongoing costs associated with running AI, including infrastructure needs such as compliance, identity management, verification, and governance. These expenditures are more akin to a 'utility' nature; even if AI projects do not yield expected returns, companies still need to bear the related security and regulatory costs. The article notes that Google made its largest acquisition in history this year by purchasing cloud security company Wiz for $32 billion. Wiz achieved over $1 billion in annual recurring revenue (ARR) by 2025, with about half of the Fortune 100 companies as its clients, and is seen as a representative of stable cash flow assets in the AI era. However, the AI security field also faces increasing competition. Investment bank Momentum Cyber reports that over 300 AI security startups have been established in the past three years, but only about 10 companies have completed mergers and acquisitions exits to date. Analysts believe that as giants like Microsoft, CrowdStrike, and Palo Alto Networks capture significant market share, the industry will show clear differentiation in the future. Forbes states that the capital market has begun to distinguish between 'long-term sustainable revenue' and short-term speculative hype. Truly valuable AI security businesses stem more from rigid demands such as regulatory compliance and model validation, rather than from security expenditures driven by market sentiment.