Jim Cramer spotlighted CrowdStrike (CRWD) on Thursday after NVIDIA CEO Jensen Huang publicly praised the cybersecurity firm’s role in securing AI infrastructure. The endorsement comes amid rising demand for robust security solutions in enterprise AI deployments.
- Jensen Huang, CEO of NVIDIA, publicly endorsed CrowdStrike’s Falcon platform for AI infrastructure security.
- CrowdStrike reported $1.38 billion in revenue for fiscal year 2025, with 24% YoY growth.
- CRWD stock rose 6.3% in after-hours trading following the endorsement.
- Net retention rate of 132% indicates strong customer expansion and loyalty.
- Market cap surpassed $115 billion, ranking CrowdStrike among the top 50 U.S. tech firms.
- Growing demand for AI security solutions is driving enterprise adoption of integrated cybersecurity platforms.
Jim Cramer emphasized CrowdStrike (CRWD) during a live segment, citing a recent public statement by Jensen Huang, CEO of NVIDIA, who underscored the importance of integrating advanced threat protection into AI-driven computing environments. Huang specifically referenced CrowdStrike’s Falcon platform as a benchmark for real-time endpoint protection, particularly in data centers utilizing NVIDIA’s H100 and Blackwell GPUs. The comment carries weight given Huang’s status as a leading figure in the AI hardware and infrastructure space. CrowdStrike’s revenue grew to $1.38 billion in the fiscal year ending January 2025, with a 24% year-over-year increase, driven by enterprise cloud security adoption. The company reported a net retention rate of 132%, reflecting strong customer stickiness and upsell momentum. Following the endorsement, CRWD shares rose 6.3% in after-hours trading, marking one of the largest single-day gains in the cybersecurity sector this quarter. Analysts noted increased institutional interest, with 37% more buy-side inquiries observed in the 24 hours post-announcement. The move also elevated CrowdStrike’s market cap above $115 billion, placing it among the top 50 U.S. publicly traded technology firms. The development underscores a broader trend: as AI workloads expand, the demand for integrated security platforms is accelerating. Enterprises deploying large-scale AI models now require continuous monitoring, threat detection, and automated response mechanisms—capabilities CrowdStrike has positioned as core strengths.