CrowdStrike and CoreWeave announced a strategic partnership on November 5, 2025, at the Fal.Con Europe conference, positioning the two companies to secure AI workloads on NVIDIA‑powered infrastructure.
CoreWeave, a cloud provider that specializes in high‑performance AI workloads, will integrate CrowdStrike’s Falcon platform—known for real‑time threat detection, automated protection, and AI‑driven analytics—into its AI cloud. The collaboration will allow customers to build, train, and deploy AI models on CoreWeave’s platform with built‑in security, ensuring that complex AI workloads are protected from the outset.
CrowdStrike’s Q3 FY2025 financial results underscored the company’s continued momentum. Revenue reached $1.01 billion, a 29% year‑over‑year increase that reflects strong demand across its commercial and government segments. Annual recurring revenue grew 27% to $4.02 billion, while GAAP net loss narrowed to $16.8 million from a $26.7 million profit in the same quarter a year earlier. Non‑GAAP operating income rose to $194.9 million, up from $175.7 million, and subscription gross margins remained flat at 78% GAAP and 80% non‑GAAP, indicating disciplined cost management amid rapid growth.
The partnership is expected to accelerate CrowdStrike’s expansion into the AI security market by providing a secure foundation for AI model development and deployment. By embedding Falcon’s protection into CoreWeave’s GPU‑rich environment, CrowdStrike can capture a larger share of the growing demand for AI‑native security solutions, potentially translating into higher recurring revenue and deeper penetration in enterprise and cloud‑native workloads. The collaboration also positions CrowdStrike to benefit from CoreWeave’s recent $6.3 billion GPU order from NVIDIA, which signals continued investment in high‑performance AI infrastructure.
The term ‘agentic era’ refers to a future in which AI systems operate with greater autonomy, making decisions, planning, and taking actions with minimal human intervention. In cybersecurity, this means AI agents can proactively detect threats, respond to incidents, and predict future attacks. By securing the infrastructure that powers these autonomous agents, CrowdStrike and CoreWeave aim to provide the trust and resilience required for organizations to adopt agentic AI safely.
Investors reacted cautiously to the partnership announcement, weighing the strategic benefits against the company’s recent GAAP net loss and the lingering impact of the July 19 incident. While the partnership signals a clear path to growth in the AI security space, market sentiment remained tempered by concerns over valuation and the need for continued cost discipline.
CEO George Kurtz said the alliance “defines the foundation for the agentic era” and “empowers AI pioneers to innovate faster and with confidence on infrastructure that is secure by design.” CFO Burt Podbere highlighted the company’s focused execution and financial discipline in Q3, noting that headwinds from the July 19 incident were mitigated by disciplined spending. CoreWeave CEO Michael Intrator added that the partnership “extends our innovation into real‑world production environments running on CoreWeave’s platform, built on NVIDIA’s AI infrastructure.”
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.