Not Palantir. Not Micron. The $325 Billion Nvidia Partner That Jim Cramer Just Called a "Must Buy" Stock

At a Goldman Sachs technology conference in San Francisco, Nvidia CEO Jensen Huang argued that cybersecurity is the next major AI use case and named CrowdStrike as the chipmaker’s primary cybersecurity partner. The comments came shortly before Jim Cramer called CrowdStrike a “must buy” stock after CEO George Kurtz described how autonomous attacks are accelerating to machine speed. The thesis in the coverage is that AI doesn’t slow down after training: defensive systems must run continuously, keeping steady GPU and model demand. CrowdStrike’s Falcon telemetry and threat intelligence combine with Nvidia’s accelerated computing and Nemotron models, including SafeMind, an agentic AI system.