# Who does CrowdStrike pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/crowdstrike · Facet: suppliers · Updated: 2026-07-12T06:26:03.787+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: CrowdStrike's confirmed suppliers/cost counterparties include 아마존, NVIDIA plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 cost edges, backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

### M&A·자사주 ($10억 프로그램·플랫폼 확장) (high)
- metric: Amount $1B · FY2026 · authorized buyback
- note: CrowdStrike's capital allocation has two legs — (i) acquisitions of technologies/companies to expand modules (integrated into Falcon), and (ii) a $1.0B share-repurchase program authorized in June 2025. Still in a growth-investment phase (FY2026 net loss $162M), but it widens the 33-module platform via M&A and has begun returning free cash flow through buybacks.
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "In June 2025, our board authorized a program to repurchase up to $1.0 billion of our common stock; the Falcon platform encompasses recently acquired technologies."

### 아마존 (mid)  → /amazon.md
- note: Runs the Falcon platform on cloud like AWS.
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "Falcon is a cloud-delivered SaaS platform; CrowdStrike runs on public cloud infrastructure (AWS) — value undisclosed."
- [confirms] MLQ (EN, news, published 2025-12-01) https://mlq.ai/stocks/CRWD/q3-2025-earnings/: "Runs the Falcon platform on cloud like AWS."

### 인프라·R&D (비공개) (low)
- metric: rnd $1.4B · FY2026
- note: Cloud infrastructure and R&D.
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "FY2026 R&D expense $1,384.8M; gross margin 75%; heavy reinvestment (operating loss) to scale the Falcon platform."
- [confirms] CrowdStrike (EN, filing, published 2025-03-04) https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/: "Cloud infrastructure and R&D."

### NVIDIA (low)  → /nvidia.md
- note: NVIDIA GPUs for threat-detection AI models.
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "CrowdStrike partners with NVIDIA on AI (Charlotte AI / accelerated security analytics); GPU/compute cost undisclosed."
- [confirms] FinancialContent (EN, research, published 2025-10-06) https://markets.financialcontent.com/wral/article/predictstreet-2025-10-6-crowdstrike-crwd-a-deep-dive-into-the-ai-native-cybersecurity-leader: "NVIDIA GPUs for threat-detection AI models."
- [confirms] DigitalToday (KO, news, published 2025-04-29) https://www.digitaltoday.co.kr/news/articleView.html?idxno=564055: "NVIDIA developed an autonomous AI security framework, and key partners including CrowdStrike, Trend Micro and Amdocs have already integrated it, with CrowdStrike named a key NVIDIA partner."
- [confirms] CrowdStrike (EN, ir, published 2024-03-18) https://www.crowdstrike.com/en-us/press-releases/crowdstrike-nvidia-generative-ai-collaboration/: "CrowdStrike leverages NVIDIA accelerated computing, NVIDIA Morpheus and NVIDIA NIM microservices, combining Falcon platform data with NVIDIA's GPU-optimized AI pipelines, so NVIDIA's AI compute is a cost and technology input to the Falcon platform."

Reverse side: https://valuechain.wiki/crowdstrike/customers.md · Ripple: https://valuechain.wiki/crowdstrike/ripple.md

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Full node: https://valuechain.wiki/crowdstrike.md · JSON: https://valuechain.wiki/crowdstrike.json