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Signals a secular AI cybersecurity opportunity and ecosystem expansions that could lift NVDA's growth narrative and data-center demand.
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Nvidia CEO Jensen Huang predicts cybersecurity will be AI's next blockbuster app, with AI-driven bug finding and continuous defense. The firm is expanding into security through partnerships with CrowdStrike, Cisco, and Palantir, aiming to monetize AI-enabled protection tools. This could broaden Nvidia's addressable market beyond chips to software-enabled security solutions and ongoing data-center demand.
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