▶ 49:22 · $NVDA · Nvidia deepens cybersecurity partnership with CrowdStrike: open Nemotron models, full-stack hardware/software collaboration

episode briefing

🔴 LIVE From CrowdStrike's Fal.Con 2026

2026-09-01 · 5 company · 4 thematic

sentiment

5 bull0 bear0 neu

speakers

george kurtz

CEO of CrowdStrike since founding; keynoted Fal.Con 2026 announcing Falcon Guardian for AI agent security and Super Intelligence Cyber Lab with Nvidia.

michael sentonas

President of CrowdStrike overseeing go-to-market, product, engineering, research, and threat hunting; former long-time CTO.

daniel bernard

CBO of CrowdStrike (internal nickname 'DB'); leads business strategy and partnerships including the Safe Mind collaboration with Nvidia.

justin boitano

Leads enterprise business at Nvidia; drives deep technical partnerships (e.g., CrowdStrike Safe Mind) and open-source model strategy (Nemotron).

quote

“When it comes to like the foundational layer of AI that we've built the business on, you know, that's that's GPUs. Yeah. And who do we get our GPUs from? The creators of them. It's Nvidia. And so when it comes to open source and you can lo…”

—daniel bernard

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