CrowdStrike shares rose 5.7% to $240.40 after the cybersecurity firm expanded its work with Nvidia on securing autonomous AI agents, a shift the company described as moving "from software to silicon."
Nvidia unveiled the move at its GTC Berlin event, launching an OpenShell Reference Architecture, a full technology stack intended to run AI agents safely across software, runtime and infrastructure layers.
Its centrepiece is Nvidia Sentry, software built for Nvidia's upcoming BlueField-4 chips that the company says can halt a rogue AI agent within milliseconds.
CrowdStrike said it is integrating Falcon Guardian, its AI Detection and Response product, into OpenShell's runtime software, with a further link to Sentry on BlueField-4 planned but not yet built; neither company disclosed financial terms.
Setting the standard
"Together with NVIDIA, we're setting the standard for securing autonomous AI, from detecting threats in software to stopping them at the silicon level," said Daniel Bernard, CrowdStrike's chief business officer.
CrowdStrike was one of 11 cybersecurity companies Nvidia named as building support for OpenShell, a group that also includes Zscaler, Okta, Palo Alto Networks, Cisco, Fortinet, Check Point, F5, 1Password, Microsoft and TrendAI, and shares in Zscaler, Okta and Palo Alto Networks each rose too.
The announcement builds on an existing relationship between the two companies around securing agentic AI using Nvidia's Nemotron open reasoning models.
CrowdStrike's net new annual recurring revenue hit a record $333 million in the quarter ended 31 July, up 51% from a year earlier, and the stock now trades at 161 times forward earnings, above its five-year average of 115 times.
Its next earnings report, covering the quarter ending 31 October, is expected in early December.
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