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Enterprise AI infrastructure spending is expected to reach $309 billion by 2032. The winners won’t be determined by who has the best models; it’ll come down to who controls the infrastructure layer that makes AI operational at scale.
Security vendors are making the most aggressive moves. Palo Alto Networks, CrowdStrike and Cisco each report AI-driven security revenue growing 70 to 80% year-over-year while traditional infrastructure sales decline. The pattern is clear: Security is becoming the control plane for enterprise AI.
“The complexity of AI workloads is straining existing infrastructure to its breaking point,” Ali Ghodsi, CEO of Databricks, notes in a blog post. “Enterprises need fundamentally new approaches to manage AI at scale.”
The evidence is mounting. According to IDC, 73% of enterprises cite infrastructure inadequacy as their primary barrier to AI adoption. Meanwhile, adversaries are weaponizing AI faster than enterprises can deploy defenses. The infrastructure wars have begun.
AgenticOps emerges as the new battleground
AgenticOps isn’t one vendor’s vision. It’s an industry-wide recognition that traditional IT operations can’t manage AI agents operating at machine speed with human permissions. Cisco kicked off the category at Cisco Live 2025, but Microsoft’s AI Orchestration, Google’s Model Operations and startups like Weights & Biases are already racing to own it. The battle lines are drawn.
The technical requirements are brutal. Enterprises deploying 50,000 AI agents need infrastructure that handles cross-domain data access, real-time governance and multi-team collaboration. Traditional tools break at 5,000 agents. The math doesn’t work.
“For the very first time, security is becoming an accelerant to adoption, rather than an impediment,” Jeetu Patel, Cisco’s president and CPO, told VentureBeat in a recent interview. The shift is fundamental: Security teams now enable AI deployment rather than blocking it.
Three pillars define enterprise-grade AgenticOps: unified data access across all domains, collaborative environments where NetOps and SecOps teams work together and purpose-built models that govern agent actions. Forrester research confirms multi-domain visibility as critical. Vendors who master all three components will be the ones to dominate. But most struggle to deliver even one effectively.
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