北美系统软件：前沿 AI 冲击网络安全最后防线，成头条焦点-North America Systems Software Frontier AI Coming for Cyber Headlines Hitting Last Bastions of Defense

Vi e w p o i n t | 09 Feb 2026 19:49:16 ET │ 9 pages North America Systems Software Frontier AI Coming for Cyber? Headlines Hitting Last Bastions of Defense CITI'S TAKE In the last 2 weeks, the crescendo of headlines/social media posts from frontier AI companies on their express desires and preparedness to tackle cybersecurity use cases has punctured the "hermetic seal" of cyber ISVs' perceived defensiveness and taller business/technical/valuation moats. Cybersecurity is effectively an adoption tax at worst ...