I'm LongbridgeAI, I can summarize articles.Nvidia CEO Jensen Huang identified cybersecurity as AI's next major boom, citing AI's ability to rapidly write and exploit code. Nvidia is partnering with CrowdStrike, Cisco, and Palantir on AI security tools. Goldman Sachs maintained a Buy rating with a $300 target, highlighting strong long-term AI momentum, tight supply, and expectations for ~70% YoY growth in 2027. Analyst consensus remains Strong Buy with an average price target of $324.30.
"Cybersecurity will likely be the next major use case of AI," said Nvidia (NVDA) CEO Jensen Huang at Goldman Sachs' tech conference in San Francisco. He sees potential in the cybersecurity market as new models speed up how software is written and how fast it can be attacked. Huang said AI is changing the security world because code can now be exploited and fixed at a pace humans cannot match.
Huang said everything in computing is code, from supply chains to finance systems, and AI learns coding easily because there is always a clear "right answer." Since AI can write code fast, it can also find bugs fast, which directly feeds into cybersecurity, a huge market built around spotting and fixing those bugs.
He believes the industry is talking more about cybersecurity now because new AI security products are about to launch, and companies often create urgency to boost demand.
Importantly, Nvidia is working with CrowdStrike (CRWD) on AI‑powered red‑team and blue‑team tools using open models. The company also has a three‑way partnership with Cisco (CSCO) and Palantir (PLTR), where Cisco will offer an AI factory built on Nvidia tech, and Palantir will run on top of it. These tools will help companies and governments build proprietary AI models or AI‑driven cybersecurity systems using Nvidia's Nemotron models.
Goldman Says Nvidia's Long‑Term AI Momentum Remains Strong
Following the conference, Goldman Sachs analyst James Schneider kept a Buy rating and $300 price target on Nvidia, saying the company continues to show strong long‑term momentum in AI.
He highlighted three main points: Nvidia repeated its view that AI will be a $3 trillion to $4 trillion market by 2030 and that supply remains tight across chips, memory, and data center capacity. Also, Schneider noted that Huang is bullish on Physical AI, with early use cases in self‑driving cars, warehouse automation, and navigation systems.
Huang also stressed that Nvidia's hardware‑plus‑networking stack is gaining more share as customers look for higher performance and efficiency, especially as Moore's Law slows.
The analyst said that Huang acknowledged broad supply constraints but said Nvidia's scale and customer visibility help it manage bottlenecks. Also, the CEO reaffirmed the company's expectation for about 70% year‑over‑year growth in 2027.
What Is a Good Price for NVDA?
Turning to Wall Street, analysts have a Strong Buy consensus rating on Nvidia stock based on 30 Buys assigned in the past three months. Further, the average Nvidia price target of $324.30 per share implies 48.9% upside potential.