The AI security market is seeing significant share gains for incumbents, specifically CrowdStrike ($CRWD) and Zscaler ($ZS). Data from Qualitate indicates that while top vendors like Microsoft, Palo Alto Networks, and Wiz (Google) are gaining usage share, frontier model providers OpenAI and Anthropic have experienced losses as customers distinguish them from dedicated security suppliers. Other assets mentioned with mixed usage changes include SentinelOne, Amazon, Google, Tenable, Rubrik, Inc., Varonis, Cisco, and Darktrace.