Gartner also expects spending specifically on AI cybersecurity to nearly double from $25.9 billion in 2025 to $51.3 billion this year.

CrowdStrike CrowdStrike built its reputation protecting computers and other devices from cyberattacks.

Palo Alto Networks Palo Alto Networks offers a slightly different opportunity.

The company has spent years expanding beyond traditional network firewalls into cloud security, security operations, identity security, and AI.

CrowdStrike and Palo Alto Networks are turning that necessity into growing recurring revenue and billions of dollars in cash flow.