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AI-focused M&A gains pace as big cloud firms step up security expansion

M&A activity is picking up as the security industry reshapes around AI. Databricks is acquiring AI-based cyberattack detection startup Panther Labs, its third cybersecurity deal this year after Antimatter and SiftD. Identity security firm SailPoint Technologies is buying AI agent security startup Entro Security. Big cloud providers are also moving faster on security, with AWS launching an AI platform and Google Cloud supporting local data residency in its Seoul region.