AI usage on endpoints is growing quickly. CrowdStrike said Claude usage across a sample of its customers increased more than 400% in recent months, while custom agent usage grew over 100%. As these tools gain wider use, companies are facing new risks, including code exploitation, data leakage and identity compromise. This is increasing the need to secure AI activity directly on endpoints. Key Takeaways CrowdStrike (CRWD) is seeing stronger demand for endpoint security as companies expand their use of artifi ...

已要 关注公众号:水木纪要 (1-212) 622-5990 brian.essex@jpmchase.com North America Equity Research 06 October 2026 2026 Software Forum Takeaways AI: A Generational Demand Catalyst We hosted our annual J.P. Morgan Software Forum in Napa last week, bringing together management teams from across cybersecurity, data and cloud infrastructure, vertical, design, and front-office software. Not surprisingly, a common thread during most sessions was the impact of AI as the most substantial demand catalyst we have seen in our life ...

North America Equity Research 07 October 2026 J P M O R G A N State of Security Cybersecurity Topics and Metrics We review prominent industry developments and investor themes over the past few weeks, plans for the weeks ahead, and highlights of recent news events across the cybersecurity landscape. Select Topics to Follow AI Pacing Evaluated as Incidents Weigh on Trust CEOs of several Frontier AI labs recently seemed to agree that Frontier AI capabilities are advancing faster than the safety and security in ...