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9.09

Who makes physical security & access for AI data centers

Physical access control, video surveillance, perimeter detection, and guarding systems that secure the facility and its data halls.

This layer covers the security systems installed alongside the building's electrical and mechanical infrastructure: badge and biometric access control, video management systems, mantraps and turnstiles that enforce single-person entry to data halls, perimeter intrusion detection around the site boundary, and the guarding services that staff it. It's a cross-cutting layer that touches the building envelope (9.06), the fencing and site perimeter, and the operational procedures of the tenants in 9.01 and 9.02. Security requirements at hyperscale and AI-campus facilities are typically driven by tenant-specific compliance regimes rather than by AI workloads themselves, so this category hasn't seen the same demand reshaping visible elsewhere in the taxonomy — the main effect of the AI buildout here is simply more sites needing a full security stack, at a pace investors should expect to track overall data center construction volume rather than any distinct density-driven dynamic.

AI delta: AI buildout mainly adds volume — more sites needing a full security stack — rather than changing per-site security requirements.

Appears at:Edge / microEnterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:any — Present at nearly every scale; scope (number of mantraps, perimeter length, guard headcount) scales with site footprint and tenant compliance requirements rather than with compute density.

Companies on this part (16)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
AllegionmanufacturerpublicALLE160 USD-0.3%inferred
ASSA ABLOYmanufacturerpublicASSA-B.ST357 SEK+0.3%inferredand Betafence (private) fencing
Axis · unit of Canonmanufacturersubsidiary7751.T*inferred
DormakabamanufacturerpublicDOKA.SW58.70 CHF0.0%inferred
Hanwha Vision · unit of Hanwhamanufacturersubsidiaryinferred
HoneywellmanufacturerpublicHON220 USD+0.0%inferredOnity
Horton · unit of Sanwamanufacturersubsidiary5929.T*inferred
Johnson ControlsmanufacturerpublicJCI142 USD-1.3%inferredSoftware House
Motorola/Avigilon · unit of MSImanufacturersubsidiary2377.TW*inferred
Supremamanufacturerpublic236200.KS26150 KRW-52.5%inferred
Boon Edammanufacturerprivateinferredmantraps and turnstiles
Boschmanufacturerprivateinferred
Brivomanufacturerprivateinferred
Genetecmanufacturerprivateinferred
Idemiamanufacturerprivateinferredbiometrics
Verkadamanufacturerprivateinferred

Perimeter intrusion detection 9.09a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
SenstarmanufacturerpublicSNT1.71 USD-1.2%inferred
Magosmanufacturerprivateinferred
Southwest Microwavemanufacturerprivateinferred

Guarding 9.09b

CompanyRoleOwnershipTickerPrice1dConfidenceNote
SecuritasservicepublicSECU-B.ST152 SEK+1.3%inferred
Allied Universalserviceprivateinferred
GardaWorldserviceprivateinferred

Who competes here

The same table read the other way: every company above competes for physical security & access sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

Watch

What is Data Center Physical Security? Data Center Access Control Explained
Acre Security — physical access control layers protecting a data center
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Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is builtMarkdown · JSON