AI Adoption Stalls as Security Leads at RSAC 2026

As the second day of the RSAC 2026 Conference unfolded, it became clear that AI, despite its buzz, isn't delivering the business value many enterprise leaders expected. While AI and agentic security technologies dominate the conversation, there's a stark mismatch between the hype and tangible benefits for businesses. The tech industry may be racing ahead with AI capabilities, but it's evident enterprise buyers are only at the starting line.

The AI Buzz vs. Business Realities

Everyone's talking about AI, yet the real question remains: Who's actually seeing it work for them in a meaningful way? Enterprise leaders are inundated with promises of AI's transformative power, but where's the ROI? The unit economics break down at scale, leaving businesses skeptical.

Meanwhile, security technologies are making their mark more noticeably. Agentic security, which focuses on autonomous decision-making capabilities in defense systems, is proving itself as a more immediate need. Companies understand the necessity of strong security measures in a world where threats evolve daily. The urgency for security overshadows the slow-burning promise of AI.

Why Security Steals the Show

Here's the reality: Security is tangible. AI might promise to revolutionize industries, but agentic security delivers clear, immediate benefits. protecting assets, businesses can't afford to wait for AI to catch up. The real bottleneck isn't the model. It's the infrastructure. Companies need security solutions that work now, not AI solutions that might pay off eventually.

The industry's push towards security over AI isn't just about fear of threats. It's about trust and reliability. Businesses want to invest in technology that assures them immediate value, and agentic security does just that. In contrast, AI's benefits often seem nebulous and distant.

Looking Forward

As the conference continues, it's important for AI vendors to bridge the gap between innovation and application. If AI is to regain its standing, it must present concrete use cases with clear business benefits. Otherwise, it'll continue to lag behind more pressing enterprise priorities like security.

The market's signal is clear: businesses want solutions that address current needs. So, will AI adapt to meet these demands, or will it remain a lofty dream for many? Follow the GPU supply chain and watch where the real investments are being made. That's where you'll find the future unfolding.