Fortinet: Network and Security Platform Gains Importance in the Age of AI

Fortinet (FTNT) highlights the exaggerated fears driven by AI models such as "Claude Mythos.” Founder and CEO Ken Xie points to market share gains and a "broad-based demand across our entire portfolio and all regions.” Fortinet is becoming an important security platform for AI infrastructures, securing data centers and edge locations. On one hand, customers are heavily investing in FortiGate solutions (firewalls) to secure new AI data centers, and on the other hand, Fortinet itself utilizes AI in over 20 products to assist customers in automating...