Savvy Trades and Investments

[2morrowsGains]

CSPI...Nice clip posted on CSPI's ARIA CyberSecurity website yesterday. Hits on some good points..

The ARIA microHSM device is an optimal choice for companies looking to replace their legacy hardware security module (HSM) appliances. The unique approach of delivering KMS functionality using a PCIe SmartNIC (inserted into any commercially available server) provides benefits not achievable by today’s out-dated and proprietary HSMs:

- It is plug-and-play for deployment in minutes and easy to update and maintain.
- It offloads from the host CPU, preserving processing power, and separates the key generation and management from the rest of the environment.
- It is a highly available solution that shields the key store in the event of a breach.
- ARIA microHSM embraces best practice methods like “Bring Your Own Key” (BYOK), sending encryption keys anywhere needed — cloud, VMs, or cloud applications.
- It can secure any key management interoperability protocol (KMIP)-compatible application

There are two important technical advantages with the ARIA microHSM. The first is in relation to BYOK functionality and the ability to generate and send keys throughout the environment. Namely, it puts the customer in full control of their data as no other entity (such as cloud providers) is performing encryption and removes the risk of third-party exposure. In addition, by leveraging the application server’s PCIe slot it saves power and space rather than requiring a networked appliance. In addition, it avoids remote network latency, thereby ensuring optimal application performance.
https://blog.ariacybersecurity.com/blog/spe-selects-aria-microhsm-for-vmware-key-encryption

I'm not an expert in cyber tech, but man I love this company and will continue to hold tight.
From the Q&A of CSPI's last cc...

Unidentified Analyst

I was kind of curious on the ARIA software. What do you believe the total adjustable market size potential for that particular product would be? I think in 2020 global cybersecurity was estimated to be about $167 billion spend? What do you think the ARIA market is?

Victor Dellovo

It's in the billions, $20 billion to $30 billion of that could fit, because we hit a lot of silos of that overall market. So, conservatively $20 billion, $30 billion.
https://seekingalpha.com/article/4396486-csp-inc-cspi-ceo-victor-dellovo-on-q4-2020-results-earnings-call-transcript

Can you imagine...If CSPI can get to 1/100 of the low end of that estimate, it would equal $200M. You never know.