Fortinet executives reported a strengthening sales pipeline at a J.P. Morgan investor event. The CFO and EVP of Technology cited AI data center security, operational technology (OT), and sovereign SASE as primary demand drivers. Firewall sales also remain robust.
Management describes the AI opportunity as a consistent long-term trend rather than a short-term spike. Fortinet uses proprietary ASIC technology to provide high-performance security for new AI data center deployments.
Enterprise customers are expanding on-premise AI infrastructure to control costs and ensure data sovereignty. The company’s hardware efficiency serves as a key differentiator for these high-growth sectors.