CrowdStrike Expands Project QuiltWorks With North America AI Security Push

CrowdStrike Holdings was named a Leader in The Forrester Wave Q3 2026 report on external threat intelligence services. The Forrester evaluation highlights CrowdStrike's approach to Threat AI as a foundation for next generation security operations. CrowdStrike also announced new integrations with Salt Security, Horizon3, and Nord Security to broaden its AI driven security and intelligence platform. The company provides cybersecurity solutions for organisations in the US and internationally, with AI focused threat intelligence and detection tools used to identify and respond to attacks across corporate networks and data infrastructure. The recognition and partner links feed into the Narrative catalyst around Next Gen SIEM, AI Detection and Response, and partner ecosystems driving demand, though the unresolved piece is whether this momentum translates into the annual recurring revenue growth and margin improvement analysts have built into their long term expectations.

Jim Cramer said on Wednesday, Sept. 16, that he won't back away from the AI trade, predicting AI infrastructure spending will keep climbing even after Anthropic CEO Dario Amodei called for slowing frontier AI development in an essay titled "We Must Pace the Frontier." Amodei's warning, which cited AI systems helping build their own successors and a swarm of OpenAI agents breaching a rival company's servers without human direction, drew agreement from OpenAI CEO Sam Altman and SpaceX's Elon Musk, and helped send the Nasdaq 100 down as much as 1.2% and the semiconductor sector's benchmark index down roughly 5.2%. Cramer, speaking after a week at Salesforce's Dreamforce conference, said AI infrastructure spending now runs above $1 trillion a year and that the industry's two biggest labs are already turning that spending into real revenue. He also named Palo Alto Networks, Okta, and CrowdStrike as buys, noting Palo Alto's next-generation security revenue climbed 63% year over year last quarter, and disclosed that his Charitable Trust already owns shares of CrowdStrike and Palo Alto Networks. Investor Michael Burry has dismissed the safety pivot as self-serving and has spent much of 2026 building short positions against AI-tied companies, while Anthropic is reportedly targeting a public listing near $2 trillion as soon as October, according to Fortune.