Will the AI Revolution Make CrowdStrike a Long-Term Winner?
Will the AI Revolution Make CrowdStrike a Long-Term Winner?
https://www.fool.com/investing/2026/06/01/will-the-ai-revolution-make-crowdstrike-a-long-ter/
Publish Date: 2026-06-01 07:23:00
Source Domain: www.fool.com
The AI revolution has lifted many stocks, and it has caused some investors to search for the next stock that has any connection to AI. That’s why CrowdStrike (CRWD +8.92%) CEO George Kurtz’s recent comments drew a lot of attention.
Kurtz told investors that the AI revolution is “creating a massive growth opportunity for CrowdStrike” because enterprise AI needs security across all of its many layers, and his company can provide it. Cybersecurity could be the next hot AI trade, and CrowdStrike has established itself as a leader in the industry.
Image source: Getty Images.
Explaining cybersecurity’s role in AI
Kurtz summed it up nicely when he said that CrowdStrike is securing “every layer from GPU to agent to prompt.”
GPUs hold sensitive data that cybersecurity software like CrowdStrike protects. Furthermore, agentic AI is hackable, which can lead to these agents performing nefarious actions, such as stealing sensitive information. Even individual AI prompts need cybersecurity when they are used in government agencies or enterprises.
Today’s Change
(8.92%) $59.88
Current Price
$730.88
Key Data Points
Market Cap
$186B
Day’s Range
$674.43 – $731.48
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471
Avg Vol
3.6M
Gross Margin
74.53%
Physical data centers are also vulnerable because they rely on digital building management systems. A criminal who hacks into these systems could manipulate the temperature, power, and physical access to these facilities. A malicious hacker could take an AI data center down, and that kind of risk requires a cybersecurity solution like CrowdStrike.
As AI data centers, GPUs, AI agents, and prompts become more prevalent, companies will have to spend more for the services of CrowdStrike and other cybersecurity companies. All of those things are growing in use rapidly, and that trajectory looks poised to continue for multiple years. The fact that Nvidia expects to sell $1 trillion in AI data center chips across 2026 and 2027 shows the industry is still heating up.
