Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.

Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").

Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.

'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History

What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments

RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for Space

Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!

Huang and CrowdStrike CEO and founder George Kurtz announced CrowdStrike SafeMind, which is the company's agentic cybersecurity system developed by the CrowdStrike Cyber Superintelligence Lab. SafeMind combines CrowdStrike's purpose-built models with defensive models built on Nvidia Nemotron, where they are looped so offense and defense can repeatedly challenge and improve each other.

"This is the beginning of a new age of cybersecurity," Huang said. "On the one hand, the adversaries are going to be more armed than ever. On the other hand, all of you are going to be more armed than ever."