Nvidia’s Huang Names Cybersecurity the Next AI Market

Nvidia chief executive Jensen Huang said at a Goldman Sachs technology conference in San Francisco that cybersecurity is likely to become the next major use case for AI¹. Cybersecurity will likely be the next major use case of AI, he said at the conference², and Bloomberg reported the same remarks⁴. Speaking at the Goldman Sachs Communacopia and Technology Conference, Huang repeated the point on Thursday¹⁰. Business Insider noted that the chip maker recently made strategic partnerships with CrowdStrike and Cisco³.

He also took on the charge that Nvidia’s deal-making is circular. Speaking at Communacopia, Huang said: I put in one, and a hundred comes back. Is that circular?⁵

Why it matters to investors

Huang defended the demand picture. He pointed to a $4 trillion AI infrastructure boom, with demand outpacing supply, citing the expansion of generative artificial intelligence⁸. He is standing behind an extraordinary growth forecast for 2027, arguing that relentless demand and higher-value products will carry it⁹. He also posted GPU rental data on X, challenging Michael Burry’s short thesis, as H100 prices jumped 22% and CoreWeave booked A100s¹¹.

The remarks amounted to a defence of the whole AI capital cycle. Huang tied the demand outlook to the expansion of generative artificial intelligence and to supply that has not kept up⁸, and he restated the cybersecurity case at the Communacopia session on Thursday¹⁰.

On the safety debate he was dismissive. Huang rejected fears of out-of-control AI creating outright havoc, though Axios judged that he is at risk of losing control of the narrative⁷. His answer to the safety question and his answer to the demand question point the same way, towards cybersecurity as a commercial opportunity rather than only a risk^2,3.

What to watch

The market did not reward the appearance. Shares dropped by 2% to about $219 on Thursday afternoon, even after Huang touted strong demand and higher pricing⁶. Trading in CrowdStrike, Palo Alto Networks and Palantir was also put in focus by the cybersecurity remarks¹⁰.

Sentiment among Nvidia’s supporters has not turned. Jim Cramer told his Investing Club on Thursday that he is not going to give up on Nvidia, on Huang, on his vision or his products¹². The tests from here are whether the cybersecurity use case shows up in revenue¹, whether the 2027 forecast holds⁹, and whether the circular-financing question keeps following the stock⁵.