Security & Cyber

Assessment draft · unreviewed
Viability
3/5
Drivers
4/5
Novelty
3/5
Diffusion
2/5
Impact
4/5

Timing Now (0-2yr) · Read Underrated

Security and cyber here means the defensive engineering around AI agents and the hardware that runs them, and the mid-2026 literature shows attacks landing reliably on shipping systems while the matching defences remain research prototypes.

Summary

“Security & Cyber” as a technology area currently splits into two very different layers. The upper layer is agentic AI security: LLM agents that read files, call tools, load third-party “skills” and drive browsers, and the guardrails, scanners and policy engines meant to contain them. The lower layer is the classical hardware and cryptographic substrate: post-quantum cryptography (PQC) on embedded devices, homomorphic encryption and trusted execution environments for confidential inference, physical unclonable functions (PUFs) for device identity, information-flow analysis of chip designs, and physical-layer security in radio links.

The upper layer works by interposing a checker between an agent and its environment. Guardrail models classify inputs and outputs, skill scanners vet natural-language plus code bundles at install time, and origin policies restrict data flows. The attack literature from June 2026 shows all three interposition points failing in distinct ways. Harmful goals can be split into individually benign subtasks that each pass refusal checks and cumulatively achieve the objective. Skills that look harmless in isolation become harmful when composed in a shared execution context, with attack success reaching 33.6 per cent on the capability-flow subset of SCR-Bench. Guardrails themselves become the target: crafted payloads trap them in extended reasoning loops, and payloads optimised on one open-source surrogate transfer to eight leading model backbones.

The lower layer is more conventional engineering with measurable results. NIST-standardised PQC signatures are shown to be impractical in pure software on an ARM Cortex-M4, with SPHINCS+ unusable and the reference Dilithium implementation failing to execute at all, while an FPGA number-theoretic-transform accelerator on a Zynq-7000 SoC brings key and signature generation down to millisecond levels. Systolic arrays can be extended to do polynomial multiplication directly for 20 per cent extra area and better than 1.2x lower latency than NTT-based mapping. Device signatures usable as PUF responses have been extracted from 112 commercial DDR4 chips.

The parameters that decide the area are: how fast defensive coverage rates rise from their current single-digit and low-double-digit percentages; whether containment can be enforced structurally (origin policies, hardware-guaranteed privacy budgets, attested TEEs) rather than by asking a model to judge intent; and whether crypto acceleration lands in the silicon that constrained devices actually ship with.

Evidence base

Open questions


Assessment drafted 2026-08-31 from up to 18 KB sources using the technology-scorecard framework; scores are a draft read pending review.

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