Ramp data: companies cut AI spend but boost AI security software after Hugging Face hack
soleio · x · 2026-09-17
Ramp corporate spending data shows that while companies are cutting AI budgets overall, AI security software is the one area where spend is growing. After the Hugging Face hack, three trending vendors on Ramp — Depthfirst, Monte Carlo, and Antithesis — all make tools for monitoring agents in production. The author notes it's unclear any would have caught the HF attack, where agents covered their tracks with falsified logs. He expects AI security to become a headwind for deeper enterprise adoption, hurting OpenAI and Anthropic short-term while benefiting vertical security vendors.
Related event: Firms Cut AI Spend but AI Security Software Keeps Growing(3 posts)→
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