Eka Ventures sees AI adoption driving demand for new security infrastructure
XLK•Eka Ventures sees opportunities to build businesses worth more than $1 billion in AI security and safety. Gartner forecasts AI security spending will rise from $2.8 billion in 2026 to $16 billion in 2030, roughly 55% annual growth.
1. AI security demand
Eka Ventures sees growing demand for security infrastructure as autonomous systems expand, machine identities multiply, attacks accelerate and operational risks increase. Gartner forecasts AI security spending will rise from $2.8 billion in 2026 to $16 billion in 2030, roughly 55% annual growth.
2. Investment in Refractal
The firm invested in Refractal’s inception round in the first half of 2026, backing a security layer for AI agents.
