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Fortinet Delivers Isolated Infrastructure Acceleration for the AI Factory with NVIDIA

1. Fortinet integrates FortiGate VM with NVIDIA BlueField-3 DPU for enhanced security. 2. This solution secures AI and private cloud environments without slowing workloads. 3. It streamlines firewalling and improves latency for high-density computing clusters. 4. Organizations can enforce zero-trust policies embedded in the infrastructure. 5. The integration enhances scalability and operational efficiency for multitenant architectures.

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Why Bullish?

The collaboration with NVIDIA enhances Fortinet's offerings in a rapidly growing AI market, likely boosting revenue growth. Historical partnerships in tech enhancements have often led to significant stock price increases in the cybersecurity sector.

How important is it?

The integration enhances Fortinet’s competitiveness in the cybersecurity market, likely improving future revenue and market share.

Why Long Term?

As demand for high-performance AI solutions grows, Fortinet’s strategic partnership positions it well for sustained revenue. Similar tech advancements in past years led to accelerated growth trajectories for cybersecurity firms.

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Fortinet Delivers Isolated Infrastructure Acceleration for the AI Factory with NVIDIA

Sunnyvale, Calif. and Santa Clara, Calif. - Fortinet® (NASDAQ: FTNT), a global leader in cybersecurity, has announced a groundbreaking integrated solution that combines FortiGate VM, its virtual cloud firewall, with the NVIDIA BlueField-3 data processing unit (DPU). This innovative integration facilitates isolated infrastructure acceleration within AI development environments, enabling critical security functions to operate seamlessly on BlueField, thus enhancing data protection without impacting performance.

Enhanced Security for AI and Cloud Environments

As enterprises strive to modernize their data centers for AI and private cloud demands, they require solutions that support significantly higher throughput. John Whittle, Chief Operating Officer at Fortinet, highlighted that “integrating FortiGate VM on BlueField-3 DPU gives customers a practical way to keep security aligned with these new performance demands.” This integration allows organizations to enhance isolation, reduce latency, and ensure consistent policy enforcement across multi-cloud environments.

The Importance of AI Infrastructure

Kevin Deierling, Senior Vice President of Networking at NVIDIA, stated, “AI factories demand an entirely new class of secure, accelerated infrastructure.” With FortiGate VM operating directly on NVIDIA BlueField-3 DPUs, businesses can enforce firewalling, segmentation, and zero-trust policies effectively. This collaboration offers a secure, high-performance framework essential for building and scaling AI-oriented data centers.

Architectural Advancements in Cybersecurity

As organizations develop high-density accelerated computing clusters, FortiGate VM provides industry-leading next-generation firewall capabilities powered by the FortiOS operating system. This integration allows users to:

  • Zero-impact high-performance: FortiGate VM executes on the DPU, minimizing latency and maximizing throughput for heavy traffic loads.
  • Zero-trust segmentation: BlueField offloads networking functions in a dedicated trust domain, enhancing security separation.
  • Simplified private-cloud integration: Configuration is streamlined through standard Open vSwitch frameworks, easing deployment processes.
  • Scalable multitenant architectures: Ideal for cloud service providers and enterprise private clouds that require hardware-accelerated security solutions.

Transforming Security in AI Infrastructure

Traditional host-based firewall systems often struggle to meet the demands posed by contemporary AI workloads. The integration of FortiGate VM on NVIDIA BlueField delivers substantial benefits, including:

  • Security inspection with zero host-impact: Hardware-level implementation enables minimal interference with operational performance.
  • Infrastructure-embedded zero-trust: Security measures are anchored at the network fabric level, increasing reliability.
  • Operational efficiency: The convergence of networking and security reduces total ownership costs.

Availability and Support

The FortiGate VM solution on NVIDIA BlueField begins support with FortiOS 7.6.3. Customers and service providers interested in this innovative offering are encouraged to contact their Fortinet sales representative for access to validated hardware configurations and detailed deployment guides.

About Fortinet

Fortinet (NASDAQ: FTNT) is at the forefront of cybersecurity, dedicated to securing people, devices, and data globally. With a comprehensive portfolio of over 50 enterprise-grade products, Fortinet serves more than half a million customers, establishing itself as one of the most trusted names in the industry. Fortinet also emphasizes education and training to promote a more resilient digital environment.

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