Jensen Huang Says Cybersecurity Is AI’s Next Blockbuster App. CrowdStrike Is Already Building It With Nvidia

insidermonkey.com · 2026-09-11

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence's next major application markets. CrowdStrike Holdings, Inc.

TickrTrends take: CrowdStrike operates in the cybersecurity segment of the Technology sector, a domain that industry leaders like Nvidia's Jensen Huang have identified as a significant opportunity for AI-driven applications. As TickrTrends currently awaits a full valuation assessment for CRWD, investors monitoring the company's valuation should track how effectively the company capitalizes on the intersection of cybersecurity and artificial intelligence to justify its market positioning. The competitive dynamics between established cybersecurity vendors and AI infrastructure leaders represent a key variable in determining appropriate valuation multiples for the company going forward.

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