Nvidia's Huang Names Cybersecurity the Next AI Market
At a Goldman Sachs conference the chief executive took on the circular-financing and AI-risk bear cases, and the stock fell anyway.
Assembled by Claude from 12 sources at 10 outlets · Thursday, September 10, 2026, Evening edition, 5:16 PM EDT · no human byline
What happened
Nvidia chief executive Jensen Huang said at a Goldman Sachs technology conference in San Francisco that cybersecurity is likely to become the next major use case for AI finance.biggo.com. Cybersecurity will likely be the next major use case of AI, he said at the conference tipranks.com, and Bloomberg reported the same remarks bloomberg.com. Speaking at the Goldman Sachs Communacopia and Technology Conference, Huang repeated the point on Thursday tradingview.com. Business Insider noted that the chip maker recently made strategic partnerships with CrowdStrike and Cisco businessinsider.com.
He also took on the charge that Nvidia's deal-making is circular. Speaking at Communacopia, Huang said: I put in one, and a hundred comes back. Is that circular? wsj.com
Why it matters to investors
Huang defended the demand picture. He pointed to a $4 trillion AI infrastructure boom, with demand outpacing supply, citing the expansion of generative artificial intelligence finance.yahoo.com. He is standing behind an extraordinary growth forecast for 2027, arguing that relentless demand and higher-value products will carry it tradingview.com. He also posted GPU rental data on X, challenging Michael Burry's short thesis, as H100 prices jumped 22% and CoreWeave booked A100s thestreet.com.
The remarks amounted to a defence of the whole AI capital cycle. Huang tied the demand outlook to the expansion of generative artificial intelligence and to supply that has not kept up finance.yahoo.com, and he restated the cybersecurity case at the Communacopia session on Thursday tradingview.com.
On the safety debate he was dismissive. Huang rejected fears of out-of-control AI creating outright havoc, though Axios judged that he is at risk of losing control of the narrative axios.com. His answer to the safety question and his answer to the demand question point the same way, towards cybersecurity as a commercial opportunity rather than only a risk tipranks.combusinessinsider.com.
What to watch
The market did not reward the appearance. Shares dropped by 2% to about $219 on Thursday afternoon, even after Huang touted strong demand and higher pricing tipranks.com. Trading in CrowdStrike, Palo Alto Networks and Palantir was also put in focus by the cybersecurity remarks tradingview.com.
Sentiment among Nvidia's supporters has not turned. Jim Cramer told his Investing Club on Thursday that he is not going to give up on Nvidia, on Huang, on his vision or his products benzinga.com. The tests from here are whether the cybersecurity use case shows up in revenue finance.biggo.com, whether the 2027 forecast holds tradingview.com, and whether the circular-financing question keeps following the stock wsj.com.
Sources
- finance.biggo.com: Nvidia's Jensen Huang Says Cybersecurity Is the Next Big AI Market - BigGo Finance (2026-09-10)
- tipranks.com: Nvidia (NVDA) CEO Jensen Huang Says AI's Next Big Boom Is “Cybersecurity” - TipRanks (2026-09-10)
- businessinsider.com: Nvidia CEO Jensen Huang says cybersecurity is AI's next blockbuster app - Business Insider (2026-09-10)
- bloomberg.com: Nvidia's Huang Touts Cybersecurity as Next Big Market for AI - Bloomberg.com (2026-09-10)
- wsj.com: Money Quote: Jensen Huang on Nvidia's Circular Deals - WSJ (2026-09-10)
- tipranks.com: Nvidia Stock (NVDA) Falls Even as Jensen Huang Touts Strong Demand, Higher Pricing (2026-09-10)
- axios.com: Nvidia CEO Jensen Huang dismisses "hysterical" AI fears - Axios (2026-09-10)
- finance.yahoo.com: NVIDIA CEO Sees $4 Trillion AI Infrastructure Boom as Demand Outpaces Supply (2026-09-10)
- tradingview.com: Jensen Huang Maps Nvidia's Next Two Growth Engines - TradingView (2026-09-10)
- tradingview.com: NVDA, CRWD, PANW, PLTR Stock In Focus — Nvidia's Huang Highlights Cybersecurity As ... (2026-09-10)
- thestreet.com: Jensen Huang just answered Michael Burry's Nvidia bear case - TheStreet (2026-09-10)
- benzinga.com: Jim Cramer Says He's 'Not Going to Give Up on Nvidia ' Stock: Here's His Suggestion for ... - Benzinga (2026-09-10)