NVIDIA and CrowdStrike have announced a joint initiative to embed security telemetry into AI infrastructure silicon via the BlueField-4 STX DPU and DOCA software stack, with ingestion into Falcon Next-Gen SIEM. All capabilities are pre-production — platform availability is not expected until H2 2026. The actionable risk today is the visibility gap that this architecture is designed to fill: agentic AI workloads currently produce no native security telemetry, leaving SOC teams blind to lateral movement, credential abuse, and data access at the infrastructure layer.