Feb. 7 at 3:23 AM
$RBRK Rubrik is positioned to dominate agentic AI through its unified data security platform. As enterprises deploy autonomous AI agents that continuously access, process, and generate sensitive data, Rubrik's zero-trust architecture becomes mission-critical infrastructure. Their AI-powered threat detection and automated recovery capabilities directly address the exponential data risk surface created by agentic workflows. With ransomware attacks escalating and compliance requirements tightening, Rubrik's ability to secure, monitor, and restore AI-generated data pipelines creates a durable competitive moat. The shift to agentic AI transforms data protection from insurance to operational necessity—positioning RBRK as the picks-and-shovels winner in this
$100B+ TAM expansion.
