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CrowdStrike quarter highlights AI demand tailwind for cybersecurity
CNBC Earnings says CrowdStrike’s latest quarter reinforces the view that AI is acting as a tailwind for cybersecurity rather than a threat to the sector.
The outlet notes that earlier in the year some investors expected advances in AI models could disintermediate cybersecurity providers, but the company’s results have so far undermined that argument.
In its take, CNBC Earnings points to the quarter as evidence that demand for cybersecurity services is continuing despite concerns about AI replacing parts of the industry.
The piece frames the quarter as a confirmation that AI capabilities are more likely to increase the need for protection than reduce it.
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