TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 47:12 · $CRWD · CrowdStrike partners with Nvidia to build Safe Mind: frontier cyber models on Nemotron with agentic harnesses
episode briefing
TBPN

🔴 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
“We launched Safe Mind Cyber Security's first frontier models and harnesses custom for cyber made by Cyber for Cyber. We built this on Nemotron and it's bending the curve of Frontier AI and the advantage of defenders better harnesses plural…”
—daniel bernard
now playing · $CRWD
$CRWD···bullish· highgeorge kurtz
CrowdStrike launches Falcon Guardian for AI agent security and Super Intelligence Cyber Lab with Nvidia
CrowdStrike is extending its platform to secure AI agents — the new attack surface — with purpose-built models (Red Tempest, Blue Solano) and a continuous red/blue learning loop,…
$CRWD···bullish· highmichael sentonas
CrowdStrike's platform scalability and Falcon Flex licensing drive consolidation: one agent in, two to three legacy tools out
CrowdStrike's single-agent, single-platform architecture lets customers activate AI security instantly ('turn it on') while Falcon Flex's token-based licensing aligns cost with us…
$CRWD···bullish· highdaniel bernard
CrowdStrike partners with Nvidia to build Safe Mind: frontier cyber models on Nemotron with agentic harnesses
CrowdStrike and Nvidia co-developed Safe Mind — specialized frontier models (Red Tempest for offense, Blue Solano for defense) wrapped in task-specific harnesses that continuously…
$NVDA···bullish· highdaniel bernard
Nvidia deepens cybersecurity partnership with CrowdStrike: open Nemotron models, full-stack hardware/software collaboration
Nvidia provides the foundational AI infrastructure (GPUs, Nemotron open models, rack-scale systems) and co-innovates on harness research (e.g., AVO harness boosting ARC-AGI from 3…
$NVDA···bullish· mediumjustin boitano
Nvidia targets token efficiency per watt at rack scale to power specialized AI domains like cybersecurity
Nvidia's rack-scale architecture (seven processors) and full-stack optimization aim to maximize token efficiency per watt, creating an economic advantage for partners building alw…