Jonathan R.'s questions to Fortinet Inc (FTNT) leadership • Q4 2024
Question
Jonathan R., on behalf of Hamza, inquired about the extent of Fortinet's involvement in securing new data centers being built by hyperscalers like Oracle.
Answer
Founder, Chairman and CEO Ken Xie explained that Fortinet's unique advantage comes from its proprietary secure ASIC processors, which significantly increase secure computing power compared to general-purpose CPUs. This advantage drives growth in internal data center segmentation for hyperscalers and presents a large opportunity in securing AI infrastructure, data, and access.