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AI Race Pivots to Safety — Can Security Software Replace Compute?
Broadcom closed up 0.32% to $361.99 Friday, behind the group, with Nvidia −0.03%. The weekend's slow-down-frontier-AI push opened a second storyline: competition moving from model capability toward safety and compliance. Budgets decide whether money moves — monitoring, identity, cloud security, automated defense would extend the AI trade from GPUs into security software. It hasn't moved yet: the security group rose 0.44% Friday and CrowdStrike fell 1.02%. Security budgets are close to non-discretionary, but the pool is far smaller than compute capex. Do you own security, or is it all compute?
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