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北京时间·🕒 发布 05:19:20(美西 09-01 14:19)·⟳ 抓取 05:23:17 +3m57s·⚡ 决策 09-02 05:24:33 +1m16s·55.4 天前
NVIDIA黄仁勋出席CrowdStrike Fal.Con 2026大会,联合发布基于开源Nemotron模型的SafeMind智能体网络安全系统
这是两家超大市值公司之间的产品/品牌合作发布,核心内容是CrowdStrike使用NVIDIA免费开源模型构建网络安全AI系统。无任何财务条款、收入预期、客户承诺或硬件采购金额。对NVIDIA而言开源模型不产生直接收入;对CrowdStrike而言自家年度大会的产品发布属市场预期内事件。两家市值均在千亿美元以上,此级别软催化无法产生可量化的短线价格增量,风险收益比不成立。
📄 原文NVIDIA Newsroom↗ 原文
NVIDIA and CrowdStrike Strengthen Agentic Cybersecurity Frontier
“We’re at an inflection point in cybersecurity,” Jensen Huang told a sold-out crowd at CrowdStrike’s Fal.Con 2026 in La…
不做 NVIDIA(NVDA.US)
Nemotron为免费开源模型,不产生直接收入;黄仁勋出席合作伙伴大会属常规品牌活动,对超3万亿美元市值无可量化短线增量
不做 CrowdStrike(CRWD.US)
Fal.Con为CrowdStrike自家年度大会,产品发布属预期内;SafeMind无定价、无收入指引、无客户承诺,对约千亿美元市值无可量化增量
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
NVIDIA黄仁勋出席CrowdStrike年度安全大会并联合发布SafeMind,本质是CrowdStrike使用NVIDIA免费开源Nemotron模型做后训练的产品能力展示。无财务条款、无客户承诺、无硬件采购。对两家超大市值公司均无可量化收入增量,属典型软催化/品牌活动,不具备短线交易价值。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 medium ↗
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方向:无高相似先例;超大市值公司的开源模型合作/大会产品发布通常不产生可测量的短线价格反应
涨幅量级:先例不足,无法校准幅度
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原文全文
展开原文 · 6,715 字
“We’re at an inflection point in cybersecurity,” Jensen Huang told a sold-out crowd at CrowdStrike’s Fal.Con 2026 in Las Vegas Tuesday. Attacks are now automated. Defense has to be, too.
The NVIDIA founder and CEO joined CrowdStrike CEO and founder George Kurtz to announce CrowdStrike SafeMind, its agentic cybersecurity system developed by the CrowdStrike Cyber Superintelligence Lab.
“This is the beginning of a new age of cybersecurity,” Huang told the crowd of 10,000 security professionals. “On the one hand, the adversaries are going to be more armed than ever. On the other hand, all of you are going to be more armed than ever.”
SafeMind combines CrowdStrike’s purpose-built, beyond frontier-capable models and customized agentic harnesses, with defensive models built on NVIDIA Nemotron, in a continuous coevolution loop where offense and defense repeatedly challenge and improve each other.
CrowdStrike also announced CrowdStrike Falcon IQ to operationalize Project QuiltWorks through agentic workload automation and expanded its CrowdStrike Guardian AI safety solution.
“We have asymmetric advantages because we have a large community of cybersecurity experts who want to work with each other and keep the world safe,” Huang told the crowd.
CrowdStrike’s annual conference drew security leaders from financial services, healthcare, the public sector and critical infrastructure.
“The real gap that I saw was that the attackers had frontier AI, and the defenders didn’t,” Kurtz told them. “And that changes now.”
SafeMind
CrowdStrike built SafeMind’s defensive model using NVIDIA Nemotron open models, post-trained with CrowdStrike’s cyber experience and threat data. The SafeMind models are paired with proprietary cybersecurity harnesses optimized to work as an agentic stack.
The result ships natively in the CrowdStrike Falcon platform as SafeMind, CrowdStrike’s agentic cybersecurity system. SafeMind brings offensive and defensive AI together in a continuous coevolution loop, where each side adapts to and strengthens the other. This process continuously hardens the security of the customer environment until attacks are unsuccessful.
“Your decade and a half of security data that we can train on — we can take a frontier model and make it essentially a super AGI that is incredibly good at cybersecurity,” Huang told Kurtz.
“Together with NVIDIA, we built cybersecurity’s first complete agentic system for cybersecurity, including the first frontier models and harness purpose-built for defenders,” Kurtz said. “This isn’t a copilot baked into someone else’s intelligence. It’s not a chatbot with a security skin. It is a frontier-class model built and trained by CrowdStrike on our data in partnership with NVIDIA.”
NVIDIA Nemotron 3 Ultra orchestrates the defensive agent harness. A fine-tuned Nemotron 3 Super powers SafeMind’s rule-generation sub-agent.
By post-training Nemotron with CrowdStrike data, CrowdStrike internal evaluations showed that the Blue Solano model — based on Nemotron 3 Super — delivered higher accuracy rates than leading frontier models at 99% lower cost.
While SafeMind can operate as a complete system, the models can be used independently to empower defenders to stay ahead of the adversary. Security experts can also pair their own models with CrowdStrike’s custom harnesses, giving customers the flexibility to use the right models and capabilities for their environment.
“The harness is essentially the exoskeleton of the large language model,” Huang said. “The large language model is the brain. The exoskeleton turns it into an agent — and this exoskeleton doesn’t have to be the same shape and capability for every domain.”
When AI Is the Defense
AI-enabled attacks rose 89% in the past year, and the fastest eCrime breakout time has reached 27 seconds, according to CrowdStrike. Human-speed response isn’t defense. It’s documentation.
“There are many applications in the world where you must have the ability to fine-tune, to post-train — to create an AI that is super good at a particular domain,” Huang said. “Nemotron was created for precisely that. Completely free. Incredibly fast. You have the ability to have an asymmetric advantage against whatever comes your way.”
With open Nemotron as the base, CrowdStrike’s security teams post-trained on their own threat data without sending it to an outside provider, and customized the AI to their environment.
That’s not possible with a closed frontier model, and in security, the ability to inspect what’s defending matters.
Red vs. Blue
NVIDIA announced its work testing the CrowdStrike SafeMind models and harnesses in a high-fidelity cyber agent environment running as a simulation of the NVIDIA network.
The testing runs SafeMind in an offensive-defensive loop for adversarial coevolution. An offensive red-team agent finds the exploit, a blue-team defensive agent closes it and the findings become actionable detections to block attacks.
The red-agent harness runs Recon, Assault and Compromise sub-agents executing attack paths inside the cyber agent environment. The blue-agent harness monitors via Falcon sensors, generates detection candidates, validates them and promotes them.
CrowdStrike built the test environment with NVIDIA: a digital twin of NVIDIA’s own accelerated computing infrastructure, validated against NVIDIA’s real threat landscape.
“The basic framework of SafeMind — an adversarial model acting on a digital twin of the environment, with a defender model in a continuous cat-and-mouse loop, eventually learning how to secure itself — this basic framework applies to robotics, edge computing, enterprise computing and just about everything,” Huang said.
CrowdStrike also announced Falcon IQ. NVIDIA Nemotron models help to power the agentic engine at the heart of Charlotte AI AgentWorks, CrowdStrike’s no-code agent development platform where Falcon IQ runs.
Falcon IQ uses more than 50 agents working together as a unified agentic workforce to automate the most time-intensive workflows in assessment, prioritization and remediation.
Partners use Falcon IQ to deliver customized findings, recommendations and executive outputs to customers. Charlotte AI AgentWorks enables every Falcon user to build their own agentic security workforce.
The Full Stack
CrowdStrike has thousands of customer organizations generating trillions of daily security events.
With NVIDIA’s full-stack accelerated computing platform, the collaboration runs from the chips up through the models to the harnesses acting on what those models find. For Kurtz, that’s the point.
“The crowd in CrowdStrike,” Kurtz added, “is the asymmetry that puts the defenders in a unique position to defeat the adversary.”
The NVIDIA founder and CEO joined CrowdStrike CEO and founder George Kurtz to announce CrowdStrike SafeMind, its agentic cybersecurity system developed by the CrowdStrike Cyber Superintelligence Lab.
“This is the beginning of a new age of cybersecurity,” Huang told the crowd of 10,000 security professionals. “On the one hand, the adversaries are going to be more armed than ever. On the other hand, all of you are going to be more armed than ever.”
SafeMind combines CrowdStrike’s purpose-built, beyond frontier-capable models and customized agentic harnesses, with defensive models built on NVIDIA Nemotron, in a continuous coevolution loop where offense and defense repeatedly challenge and improve each other.
CrowdStrike also announced CrowdStrike Falcon IQ to operationalize Project QuiltWorks through agentic workload automation and expanded its CrowdStrike Guardian AI safety solution.
“We have asymmetric advantages because we have a large community of cybersecurity experts who want to work with each other and keep the world safe,” Huang told the crowd.
CrowdStrike’s annual conference drew security leaders from financial services, healthcare, the public sector and critical infrastructure.
“The real gap that I saw was that the attackers had frontier AI, and the defenders didn’t,” Kurtz told them. “And that changes now.”
SafeMind
CrowdStrike built SafeMind’s defensive model using NVIDIA Nemotron open models, post-trained with CrowdStrike’s cyber experience and threat data. The SafeMind models are paired with proprietary cybersecurity harnesses optimized to work as an agentic stack.
The result ships natively in the CrowdStrike Falcon platform as SafeMind, CrowdStrike’s agentic cybersecurity system. SafeMind brings offensive and defensive AI together in a continuous coevolution loop, where each side adapts to and strengthens the other. This process continuously hardens the security of the customer environment until attacks are unsuccessful.
“Your decade and a half of security data that we can train on — we can take a frontier model and make it essentially a super AGI that is incredibly good at cybersecurity,” Huang told Kurtz.
“Together with NVIDIA, we built cybersecurity’s first complete agentic system for cybersecurity, including the first frontier models and harness purpose-built for defenders,” Kurtz said. “This isn’t a copilot baked into someone else’s intelligence. It’s not a chatbot with a security skin. It is a frontier-class model built and trained by CrowdStrike on our data in partnership with NVIDIA.”
NVIDIA Nemotron 3 Ultra orchestrates the defensive agent harness. A fine-tuned Nemotron 3 Super powers SafeMind’s rule-generation sub-agent.
By post-training Nemotron with CrowdStrike data, CrowdStrike internal evaluations showed that the Blue Solano model — based on Nemotron 3 Super — delivered higher accuracy rates than leading frontier models at 99% lower cost.
While SafeMind can operate as a complete system, the models can be used independently to empower defenders to stay ahead of the adversary. Security experts can also pair their own models with CrowdStrike’s custom harnesses, giving customers the flexibility to use the right models and capabilities for their environment.
“The harness is essentially the exoskeleton of the large language model,” Huang said. “The large language model is the brain. The exoskeleton turns it into an agent — and this exoskeleton doesn’t have to be the same shape and capability for every domain.”
When AI Is the Defense
AI-enabled attacks rose 89% in the past year, and the fastest eCrime breakout time has reached 27 seconds, according to CrowdStrike. Human-speed response isn’t defense. It’s documentation.
“There are many applications in the world where you must have the ability to fine-tune, to post-train — to create an AI that is super good at a particular domain,” Huang said. “Nemotron was created for precisely that. Completely free. Incredibly fast. You have the ability to have an asymmetric advantage against whatever comes your way.”
With open Nemotron as the base, CrowdStrike’s security teams post-trained on their own threat data without sending it to an outside provider, and customized the AI to their environment.
That’s not possible with a closed frontier model, and in security, the ability to inspect what’s defending matters.
Red vs. Blue
NVIDIA announced its work testing the CrowdStrike SafeMind models and harnesses in a high-fidelity cyber agent environment running as a simulation of the NVIDIA network.
The testing runs SafeMind in an offensive-defensive loop for adversarial coevolution. An offensive red-team agent finds the exploit, a blue-team defensive agent closes it and the findings become actionable detections to block attacks.
The red-agent harness runs Recon, Assault and Compromise sub-agents executing attack paths inside the cyber agent environment. The blue-agent harness monitors via Falcon sensors, generates detection candidates, validates them and promotes them.
CrowdStrike built the test environment with NVIDIA: a digital twin of NVIDIA’s own accelerated computing infrastructure, validated against NVIDIA’s real threat landscape.
“The basic framework of SafeMind — an adversarial model acting on a digital twin of the environment, with a defender model in a continuous cat-and-mouse loop, eventually learning how to secure itself — this basic framework applies to robotics, edge computing, enterprise computing and just about everything,” Huang said.
CrowdStrike also announced Falcon IQ. NVIDIA Nemotron models help to power the agentic engine at the heart of Charlotte AI AgentWorks, CrowdStrike’s no-code agent development platform where Falcon IQ runs.
Falcon IQ uses more than 50 agents working together as a unified agentic workforce to automate the most time-intensive workflows in assessment, prioritization and remediation.
Partners use Falcon IQ to deliver customized findings, recommendations and executive outputs to customers. Charlotte AI AgentWorks enables every Falcon user to build their own agentic security workforce.
The Full Stack
CrowdStrike has thousands of customer organizations generating trillions of daily security events.
With NVIDIA’s full-stack accelerated computing platform, the collaboration runs from the chips up through the models to the harnesses acting on what those models find. For Kurtz, that’s the point.
“The crowd in CrowdStrike,” Kurtz added, “is the asymmetry that puts the defenders in a unique position to defeat the adversary.”
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