Cybersecurity · Industry brief

Venture capital is consolidating around AI-native security.

Global VC funding hit approximately $510 billion in H1 2026—already surpassing all of 2025—with AI driving the boom [Quelle: KMR Daily]. Corma's $60 million seed, combined with last week's M&A cascade across Cyera, Okta, Qualcomm, and CrowdStrike, shows investors and strategic buyers backing generalist AI talent over point solutions. Capital concentration is narrowing the competitive field toward integrated platforms that correlate behavioral, identity, and network signals.

Vendors without AI-native defense stories face margin pressure by year-end.

The gap between AI attacks and AI defenses is now measurable—and widening.

Corma's research documenting an 88% attack success rate versus 12% defense detection is the first quantified evidence that traditional machine-learning and behavioral-analytics approaches cannot keep pace with adversarial AI at scale. This metric will become a benchmark in vendor RFPs and due-diligence reviews, particularly in healthcare, finance, and critical infrastructure where consolidated M&A creates larger interconnected attack surfaces [Quelle: Pulse2]. Procurement teams should expect it to become a selection criterion in next fiscal year's budget cycles.

Watch whether this data triggers a shift in how boards and regulators weigh cyber risk in M&A valuations.