ServiceNow宣布将以超过10亿美元的价格收购身份安全平台Veza，这是该公司在2025年进行的又一项专 注于AI和数据的重要交易。这项收购协议正值各组织加速部署AI智能体的关键时刻，而企业在管理这 些非人类身份的访问权限、许可和输出方面正面临挑战。 ServiceNow在3月份以28.5亿美元收购Moveworks，为大规模构建AI智能体奠定了基础。而Veza的收购则 提供了互补的功能：为这些智能体提供身份治理安全保障。收购价格也显示了战略紧迫性。Veza的估值 从2023年8月的4.15亿美元几乎翻倍至2025年4月D轮融资时的8.08亿美元。ServiceNow的10亿美元报价 比最近估值高出24%的溢价，反映了ServiceNow对Veza能力的重视程度。 企业AI智能体治理为何面临困境 ServiceNow在2025年5月推出了AI控制塔，作为管理、治理和保护AI智能体、模型和工作流的集中指挥 中心。该产品在发布后仅七个月就实现了全年新增年度合同价值目标，已成为公司增长最快的产品之 一。 企业AI采用的速度远超治理能力的发展步伐。Rubrik Zero Labs的最新研究显示，AI智能体市场预 ...

Core Insights - ServiceNow intends to acquire Veza, an AI-native identity security platform, to enhance its Security and Risk portfolio, emphasizing the importance of identity in modern data breaches [1][2] - The acquisition aims to improve governance over AI agents' access and actions, thereby reducing risks associated with autonomous workflows [2] - Veza's Access Graph will provide visibility into relationships among human, machine, and AI identities, supporting least-privilege governance [1][2] Company Overview - ServiceNow, headquartered in Santa Clara, California, integrates workflows, data, and AI to streamline operations across large organizations, managing tens of billions of workflows annually [3] Acquisition Details - Veza, founded in 2020, serves nearly 150 enterprise customers and employs about 230 people globally; its capabilities will be integrated into ServiceNow's security offerings post-acquisition [2] - The deal is subject to customary approvals and closing conditions [2] Product Impact - The integration of Veza is expected to enhance existing ServiceNow products, including Vulnerability Response, Incident Response, Integrated Risk Management, and AI Control Tower, by providing a stronger identity context for better exposure management and incident response [2]