Cybersecurity and AI investments set the stage for America’s tech resilience

Writer: Mirella Franzese

October 2025 — America’s largest bank by assets, JPMorgan Chase, is set to invest $1.5 trillion over 10 years into U.S. industries considered “critical to national economic security and resiliency”, including technologies like AI, quantum computing, and cybersecurity.  

The firm announced it will inject $10 billion into select middle-market and large corporate enterprises in direct equity and venture capital investments. But this investment comes at a time when technology is becoming increasingly ingrained in the American economy, to a somewhat unprecedented degree. 

“Technology is a sector that represents 33% of the S&P 500. The only other time a particular sector represented that high of a percentage was in 2000, when tech was around 30%,” Lawson Allen, president and chairman of Lee, Danner & Bass, Inc., told Invest:. 

Today’s tech segment is more stable, however, and will likely continue to represent a large part of the market looking ahead, as Allen notes. “Before the dot-com bubble burst, many companies didn’t have earnings but were trading at excessive prices,” he said. “The difference is that today (tech) companies have real earnings and free cash flow.” 

JPMorganChase’s commitment, therefore, highlights a targeted approach to strengthening domestic capabilities in sectors that both the U.S. economy and American investors have become relatively dependent on. 

However, there are growing concerns about national security and competitiveness in tech, and what it will mean for America’s future risk landscape. Cybersecurity is one of the biggest threats to both public and private organizations. 

“We are particularly concerned about the credible threat from nation-state cyber actors to U.S. critical infrastructure,” wrote the U.S. Department of Homeland Security in its 2025 Threat Assessment report. 

Cyberattacks are now more frequent and more costly, according to an IBM report. In 2025, 97% of organizations reported an AI-related security incident and lacked proper AI access controls, with data breaches costing them an average of $4.4 million. 

In the tech industry, there is added scrutiny and pressure on corporations to deliver returns, which makes safeguarding investments through the protection of infrastructure data and information critical. 

As Allen observed, “Technology will be a part of everything we do moving forward…We’re entering a period when people will ask more about how these companies monetize investments and deliver returns to their shareholders.”

According to PwC’s 2026 Global Digital Trust Insights survey, AI is the top cybersecurity investment priority for companies, as only 6% are considered “very capable” to withstand cyber-attacks across all vulnerabilities.

Cybersecurity’s imperative extends well beyond singular investment concerns; the economic and operational costs associated with breaches are escalating. In the energy sector, which is fundamental for AI data center growth and infrastructure, vulnerabilities pose a threat not only to company assets but also to national resilience.

The energy sector’s integration with AI devices has exponentially increased attack surfaces. For instance, a ransomware attack on a utility could disrupt the power supply, impacting millions and causing widespread economic damage.

“Cybersecurity is a significant concern for electric utility leaders,” said Chris Jones, president and CEO of Middle Tennessee Electric, in an interview with Invest:. “Ensuring the safety of our team and protecting the systems we own, as well as the information of our members and employees, is essential.”

Energy providers also face difficulty with securing adequate talent resources in the cybersecurity field, according to Jones. “The federal government estimates there are more than 500,000 vacancies across the country in cybersecurity-related roles. This is a substantial gap, and the talent pool is not deep enough to meet the demand,” he added.

JPMorganChase’s trillion-dollar investment into cybersecurity and other core competencies, however, does open up possibilities. For investors, this landscape offers significant opportunities in sectors that underpin technological advancements — particularly in cybersecurity solutions, AI platforms, data center infrastructure, and workforce development. And as technology becomes more ingrained in every facet of the economy, cybersecurity measures will be essential for achieving economic resilience, independence, and defense on a national scale.

Want more? Read the Invest: reports.