Fortinet integrates FortiAIGate with NVIDIA AI platforms

SUNNYVALE, Calif. - Fortinet (NASDAQ:FTNT) announced today an integration of its FortiAIGate solution with NVIDIA AI platforms and software technologies to provide security for AI workloads in data centers and cloud environments.The announcement comes as Fortinet’s stock trades near its 52-week high of $115.48, with shares up 45% year-to-date and gaining 28% in the past week alone. The cybersecurity company, with a market capitalization of $84.6 billion, maintains impressive gross profit margins of 80% while posting revenue growth of nearly 16%. According to InvestingPro analysis, which offers comprehensive Pro Research Reports on Fortinet and 1,400+ other US equities, the company stands as a prominent player in the Software industry.

The joint solution aims to protect AI workloads, data, and autonomous agents while organizations build and deploy AI applications, according to a press release statement. The integration combines Fortinet’s Security Fabric with NVIDIA computing infrastructure to address threats including malicious prompts and data exfiltration.

FortiAIGate applies security guardrails for large language models at runtime and is accelerated by NVIDIA Blackwell GPUs and NVIDIA Hopper with the NVIDIA Dynamo inference-serving framework. The solution monitors user and device interactions and logs prompts and responses of suspicious incidents.

The system manages AI model traffic and enforces controls on inputs and outputs, blocking threats such as prompt injection attacks and filtering unauthorized content generated by AI. Its inline deployment operates between applications and AI models.

FortiAIGate supports deployment across on-premises, cloud, hybrid, and edge environments. The solution is available as a GPU-powered appliance for data centers, a virtual appliance, or as containers on NVIDIA-Certified Systems.

The integration uses NVIDIA Multi-Instance GPU technology, which allows a single physical GPU to be divided into multiple independent GPU instances with quality of service guarantees and fault isolation for multitenant environments.

"Enterprises everywhere are racing to adopt AI, and security has become a critical enabler of that innovation," said John Whittle, Chief Operating Officer at Fortinet.

Justin Boitano, Vice President of Enterprise AI Platforms at NVIDIA, stated the integration "provides zero-trust security and real-time governance, reducing threat exposure by shortening response times."

The solution enables self-hosting deployment modes for organizations to develop and govern AI using their own infrastructure, utilizing NVIDIA Nemotron safety models for compliance with regulations including GDPR.

In other recent news, Fortinet has reported impressive first-quarter fiscal 2026 results, exceeding expectations across various financial metrics. The company achieved total revenue of $1.85 billion, representing a 20% increase year-over-year. Product revenue surged by 41% to $645 million, contributing significantly to the robust financial performance. Total billings also saw a substantial rise, increasing by 31% year-over-year to $2.09 billion. Analysts have responded positively to these results, with multiple firms raising their price targets for Fortinet. Truist Securities increased its target to $120, citing strong product growth and platform momentum. Rosenblatt also raised its target to $125, highlighting Fortinet’s revenue performance. Additionally, Cantor Fitzgerald and Scotiabank both adjusted their price targets to $110, emphasizing the company’s product strength and strong billings growth. Stifel raised its target to $102, noting the company’s better-than-expected earnings and cash flow metrics.

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