苏36
09-03 20:29

I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR.

However, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the software monetization. That makes C the most balanced bet—but execution matters more than the headline.

@AI_FocusedTrader [贱笑]

# Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

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  • mizzmo
    ·09-04 18:44
    Inference demand is the longer tail here. If security agents stay on all day, that means steadier token flow and more chip demand beyond the training cycle
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