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These 3 Stocks Sit at the Center of NVIDIA’s Cybersecurity Push

Written by Thomas Hughes. Published: 9/20/2026.

NVIDIA (NASDAQ: NVDA) CEO Jensen Huang gave cybersecurity his seal of approval, calling it the next major growth market. His comments align with a growing number of indicators suggesting that the industry is approaching an inflection point. In his view, as in the view of many others, AI automation is driving an exponential increase in the amount of code that must be scanned. That does not include the need to secure AI modeling facilities and the data on which AI runs, or the impact of agents that can hallucinate and run amok.

Huang also highlighted the need for continuous monitoring and persistent defense. The challenge is not simply an increase in attack traffic but also the speed at which attacks occur. Machine-driven attacks move at lightning speed, adapt quickly, seek out vulnerabilities, and exploit them before legacy security systems know what is happening—if they detect the attack at all.

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While NVIDIA is not a traditional cybersecurity play, it is integrating cybersecurity capabilities into its ecosystem. These tools include NVIDIA Morpheus for processing and analyzing real-time telemetry, NVIDIA DOCA, which helps systems isolate security issues, and NVIDIA Nemotron, a family of AI models that powers agentic automation. Cybersecurity is therefore a key focus of NVIDIA’s investments, as demonstrated by expanding partnerships with CrowdStrike (NASDAQ: CRWD), Cisco Systems (NASDAQ: CSCO), and Palantir (NASDAQ: PLTR).

CrowdStrike: The No. 1 Partner in AI-Driven Cybersecurity

Huang called CrowdStrike NVIDIA’s No. 1 cybersecurity partner. The two companies are working to integrate CrowdStrike’s proprietary data and security capabilities with NVIDIA’s Nemotron-based automation. This full-stack collaboration is designed to meet the needs of the most advanced AI data centers, which are likely to face a significant share of cyberattacks.

The goal, which is already producing results, is to provide real-time monitoring, oversight, and compliance, with response speeds capable of matching the most challenging attacks. The system includes a pair of models that play offense and defense against each other, improving their performance before new threats emerge. According to CrowdStrike, custom enterprise models built on the technology have achieved a 29% better detection rate and six-times-faster remediation than open-source models.

CrowdStrike’s Q2 results and Q3 guidance, along with analyst trends, highlight the opportunity for investors. The company accelerated growth to nearly 26%, exceeded expectations, and issued strong guidance, while internal metrics pointed to further acceleration in the coming quarters. Analysts responded with numerous rating affirmations, several price-target increases, and a few initiated coverage reports, extending the positive trends. Those trends include broader coverage and rising price targets, with the high end suggesting another 70% upside from mid-September trading levels.

Cisco Systems Secures AI at All Levels of the Stack

Cisco Systems is another established cybersecurity player leveraging its experience alongside NVIDIA to secure AI. The companies are taking a full-stack approach, securing AI directly within the hardware and software infrastructure, from the underlying silicon to the agents running on the system. Cisco’s results also reflect strength, with accelerating growth, outperformance, and strong guidance. However, Cisco is not a cybersecurity pure play. The company is instrumental to AI infrastructure at every level, providing much of the connectivity and hardware data centers need to operate, along with the software that makes it work.

Investors need to consider the massive shift in market perception. Once viewed as a legacy hardware provider with sluggish growth at best, Cisco has emerged as an AI-critical powerhouse that also provides embedded security features. This makes it a top-tier choice for businesses and enterprises, especially hyperscalers, all of which are major clients.

Analysts rate CSCO with a consensus of Moderate Buy and point to an uptrend in price targets. The consensus implies about 17% upside, but the trend is more significant, pointing toward the $165 region and approximately 50% upside.

Palantir Sharpens Cybersecurity Focus, Integrating With NVIDIA and Cisco Systems

Palantir is a critical cog in this network, collaborating with both NVIDIA and Cisco Systems to integrate its data and telemetry into the cybersecurity framework. The key element is ontology: computer-readable information that outlines the business and operational framework, compliance requirements, and regulations that give AI context. Collectively, the companies are solving the problem of sovereign AI—the need for governments, businesses, and institutions to retain complete control over their data, systems, and networks while remaining compliant. The result is a full-stack AI computing system isolated from public clouds, secure at every layer, and highly contextualized.

Palantir’s results are the strongest of the three. The company not only accelerated growth but also doubled the prior year’s pace in Q2, proving naysayers wrong and demonstrating the value of its data and services. Looking ahead, growth is expected to remain robust, but estimates may underestimate the company’s strengths given its history of outperformance, its outlook, and accelerating cybersecurity needs. Until then, sentiment trends remain strong, providing the triple tailwind of increasing coverage, firming sentiment, and a rising consensus price target.