Agentic Cyberattacks Spark Arms Race, Compute Demand to Outstrip Supply

Justin_Halford_ · x · 2026-08-08

The author argues that with the proven capability of adversarial swarms of AI agents executing cyberattacks, AI-driven offense and defense will become the norm. Automated defense and patching will become table stakes.

This endless game of cat and mouse will massively drive up the demand for underlying compute. It is expected that compute supply will fall far short of the surging computational needs for security defense and attack in the coming years.

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