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Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Fortinet

Updates: Fortinet - The Convergence of Network, Security, and the Physical World

Summary * Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge as networking, security, and compute converge across cloud, edge, and data centers. * Dual AI tailwinds—securing AI workloads and AI-enabling SecOps—position Fortinet as one of the few vendors leveraged to both the AI data center boom and the coming AI-driven refresh at the edge. * A $1bn+ fast-growing OT franchise and the emerging “physical AI” footprint (robots, industrial automation, IoT) expa
20 min read 25 Nov 2025

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