Amit Kukreja
NVDA GTC 2025 LIVE | JENSEN HUANG SPEAKS
10/28/2025, 2:50:00 PM
Economic Summary
- AI will supercharge productivity across industries, increasing demand for AI ASICs, systems, and enterprise software and shifting capital and labor allocation toward AI-enabled technologies.
- AI also magnifies cybersecurity challenges ('bad AIs'), creating a clear growth opportunity for cybersecurity firms like CrowdStrike (CRWD) to supply fast cloud and edge AI detection agents.
- Partnerships with enterprise data platforms such as Palantir (PLTR) to accelerate large-scale processing of structured, unstructured, and human-recorded data indicate rising spending on AI infrastructure and government tech deployments.
Bullish
- CrowdStrike (CRWD) gains demand as defender against AI-driven threats.
- Palantir (PLTR) accelerates enterprise data processing at massive scale.
- AI partnerships boost enterprise productivity and edge computing demand.
Bearish
- Adversarial AI may outpace defenders, raising cyber risk.
- Edge/on-prem deployment complexity could limit CrowdStrike (CRWD) effectiveness.
- Palantir (PLTR) faces privacy, scaling, and government-dependence risks.
Bullish tickers
CRWDPLTR
Bearish tickers
CRWDPLTR
CRWD
Bullish
Partnering to deploy AI cyber agents in cloud and on-prem/edge positions CRWD to capture rising cybersecurity demand.
Bearish
Adversarial AIs could outpace defenses; deployment and integration challenges at edge may limit effectiveness.
PLTR
Bullish
Ontology partnership enables faster, larger-scale processing of structured and unstructured data, driving enterprise and government demand.
Bearish
Reliance on government contracts, privacy concerns, and scaling complexities could constrain growth and adoption.
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