Fortinet Expands FortiGate G Series to Secure AI from the Data Center to Modern Enterprise Edges
Rhea-AI Summary
Fortinet (NASDAQ: FTNT) expanded its FortiGate G series on May 6, 2026 with the FortiGate 3500G and FortiGate 400G firewalls. Both models use Fortinet NP7/SP5 ASICs and FortiOS to deliver high-performance security, native shadow AI detection, hardware-enforced integrity, and unified management across data center and enterprise edge environments.
The 3500G lists 595 Gbps firewall throughput and 179M concurrent sessions; the 400G lists 164 Gbps throughput and 28M sessions. Competitive and power-efficiency figures are presented from external vendor sources.
AI-generated analysis. Not financial advice.
Positive
- Firewall throughput 595 Gbps (FortiGate 3500G)
- Concurrent sessions 179M (FortiGate 3500G)
- Firewall throughput 164 Gbps (FortiGate 400G)
- Native shadow AI detection for unsanctioned AI application visibility
- Watts/Gbps firewall 1.6 energy efficiency (FortiGate 3500G)
Negative
- Competitive performance numbers are from external sources; testing methodologies may vary
- No pricing, availability dates, or revenue guidance disclosed in the announcement
- Comparative claims omit some vendors' threat-protection entries and testing-detail disclosure
News Market Reaction – FTNT
On the day this news was published, FTNT gained 0.03%, reflecting a mild positive market reaction. Argus tracked a peak move of +13.5% during that session. Our momentum scanner triggered 58 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $25M to the company's valuation, bringing the market cap to $82.28B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
FTNT gained 0.76% while close peers showed mixed moves: NET up 5.79%, ZS down 1.51%, PANW down 1.09%. This points to a more company-specific response than a uniform sector rotation.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 30 | Threat report AI | Negative | -2.1% | Global Threat Landscape Report showing sharp rise in AI-enabled cybercrime and ransomware. |
| Mar 10 | FortiOS 8.0 launch | Positive | +0.5% | Release of FortiOS 8.0 expanding AI-driven security and SASE across hybrid environments. |
| Mar 10 | SecOps AI upgrades | Positive | +0.5% | Unified SOC, agentic AI, and endpoint enhancements to detect AI-driven threats. |
| Dec 17 | Arista AI data center | Positive | -3.8% | Joint Secure AI Data Center blueprint with Arista for accelerated AI workloads. |
| Dec 16 | NVIDIA DPU integration | Positive | +1.2% | Running FortiGate VM on NVIDIA BlueField-3 DPUs for isolated AI infrastructure security. |
AI-tagged announcements have produced an average move of -0.75%, with mostly aligned but sometimes mixed market reactions.
Across recent AI-tagged releases, Fortinet has highlighted platform advances such as FortiOS 8.0, unified SOC and agentic AI enhancements, and joint AI data center solutions with Arista and NVIDIA. Price reactions ranged from modest gains to notable declines, with four aligned and one divergent move. Today’s FortiGate G-series expansion fits this ongoing strategy of embedding AI-aware, ASIC-accelerated security deeper into data center and edge infrastructures.
Historical Comparison
In the past 12 months, AI-tagged FTNT news averaged a -0.75% move, suggesting typically modest, mixed reactions to AI-focused security updates.
AI news has progressed from software (FortiOS 8.0, SOC AI) and joint AI data center solutions toward dedicated FortiGate G-series hardware optimized for AI workloads and hybrid environments.
Market Pulse Summary
This announcement expands Fortinet’s AI-oriented security stack with FortiGate 3500G and 400G, adding high-throughput, ASIC-accelerated firewalls for data center and edge environments. It builds on earlier AI updates such as FortiOS 8.0 and unified SOC enhancements, reinforcing a fabric-based approach to securing AI workloads. Investors may track adoption of these new appliances, integration with FortiGuard AI services, and how AI-tagged news—historically averaging -0.75% moves—continues to shape sentiment.
Key Terms
ipsec vpn technical
asic technical
zero-trust technical
soc operations technical
AI-generated analysis. Not financial advice.
New FortiGate 3500G and 400G deliver ASIC-accelerated performance, flexible connectivity, and hardware-enforced integrity protections to eliminate trade-offs between scale and security
SUNNYVALE, Calif., May 06, 2026 (GLOBE NEWSWIRE) --
Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced new additions to its FortiGate G series portfolio, designed to help organizations secure and scale modern enterprise networks. The FortiGate 3500G and FortiGate 400G deliver high-performance security that keeps pace with growing encrypted traffic, AI-driven workloads, and distributed environments, enabling organizations to strengthen protection, maintain performance, and simplify operations across hybrid infrastructures. Powered by Fortinet’s NP7 and SP5 processors and the FortiOS operating system, the new series combines advanced threat protection, integrated intelligence, and hardware-enforced security.
“Organizations modernizing their infrastructures for AI-driven workloads and increasingly distributed environments need security platforms that can deliver both performance and protection at scale,” said Ken Xie, Founder, Chairman of the Board, and Chief Executive Officer at Fortinet. “The expansion of our FortiGate G series reflects our commitment to helping customers simplify their architectures, reduce complexity, and protect their AI deployments from the data center to the enterprise edge.”
Bringing AI Visibility and Control to High-Performance Security
With encrypted traffic, east-west data flows, and AI-driven threats accelerating, traditional firewall architectures are reaching their limits, forcing organizations to choose between performance and security. The FortiGate G series eliminates that trade-off with a unified platform built on Fortinet’s custom ASIC acceleration, delivering predictable, high-performance security, integrated threat intelligence, and consistent operations across hybrid environments.
FortiGate 3500G and 400G extend Fortinet’s AI-driven Security Fabric with native shadow AI detection, providing real-time visibility into unsanctioned usage across AI applications while enforcing controls to protect sensitive data. FortiGuard AI-Powered Security Services apply continuously updated intelligence and machine learning to identify and prioritize threats and automate protection, with FortiOS 8.0 expanding visibility through MCP and agent-to-agent traffic inspection for deeper control over AI data flows and access.
FortiGate 3500G: Built for the Next Era of Data Center Scale and Trust
The FortiGate 3500G series is built for the next era of data center scale and performance, where AI workloads, east-west traffic growth, and zero-trust requirements are redefining how infrastructure operates. Security is no longer a checkpoint—it is foundational to performance, scale, and trust.
Designed for this shift, the 3500G delivers 400Gb connectivity, advanced ASIC acceleration, and significant performance gains to secure high-density environments without introducing bottlenecks or requiring architectural redesign. It also addresses a growing gap in the market: trust in the security infrastructure itself. With hardware-level validation, secure firmware enforcement, and system-level transparency, the platform enables organizations to move from assumed trust to verified trust.
By tightly integrating security enforcement with SOC operations and maintaining familiar form factors, the FortiGate 3500G enables organizations to scale critical infrastructure, simplify operations, and deploy high-performance security with confidence.
FortiGate 400G: Modernizing the Enterprise Edge without Disruption
Extending these capabilities to the enterprise edge, the FortiGate 400G series modernizes the mid-range firewall segment by bringing G-series performance, architecture, and operational consistency to distributed environments.
As applications span data centers, cloud, and edge, and encrypted and east-west traffic continue to surge, many legacy firewalls struggle to maintain performance when advanced security services are enabled, creating trade-offs between protection and efficiency. The FortiGate 400G eliminates compromises with consistent, hardware-accelerated performance, integrated threat intelligence, and a platform designed to support high-density traffic and segmentation-driven security without added complexity.
With a simplified upgrade path from existing FortiGate deployments and consistent interfaces across the portfolio, the 400G enables organizations to modernize their network edge, standardize operations, and scale security with predictable performance and minimal disruption.
| Specification | FortiGate 3500G | Security Compute Rating | Competitors Average | PAN PA-5540 | Cisco Firepower 4125 | Check Point 29100 | Juniper SRX 4300 |
| Firewall Throughput (Gbps) | 595.0 | 3.4x | 173.3 | 150.0 | 80.0 | 365.0 | 98.0 |
| IPsec VPN Throughput (Gbps) | 163.0 | 2.2x | 74.0 | 80.0 | 19.0 | 103.0 | 94.0 |
| Threat Protection (Gbps) | 105.0 | 1.4x | 75.0 | 90.0 | | 60.0 | |
| Concurrent Sessions | 179M | 6.9x | 26M | 39M | 25M | 30M | 10M |
| Power Consumption | FortiGate 3500G | Energy Efficiency | Competitors Average | PAN PA-5540 | Cisco Firepower 4125 | Check Point 29100 | Juniper SRX 4300 |
| Watts/Gbps Firewall Throughput | 1.6 | 6.1x | 10.0 | 15.4 | 13.8 | 2.4 | 8.7 |
| Watts/Gbps IPsec VPN Throughput | 6.0 | 4.4x | 26.0 | 28.8 | 57.9 | 8.3 | 9.0 |
| Specification | FortiGate 400G | Security Compute Rating | Competitors Average | PAN PA-3410 | Cisco Firepower 3110 | Check Point Quantum 9200 | Juniper SRX 1600 |
| Firewall Throughput (Gbps) | 164.0 | 5.7x | 29.0 | 14.0 | 18.0 | 60.0 | 24.0 |
| IPsec VPN Throughput (Gbps) | 55.0 | 3.4x | 16.1 | 6.6 | 11.0 | 28.6 | 18.0 |
| Threat Protection (Gbps) | 13.0 | 1.7x | 7.8 | 7.5 | | 8.0 | |
| Concurrent Sessions | 28M | 13.7x | 2M | 1.4M | 2M | 2.75M | 2M |
| Power Consumption | FortiGate 400G | Energy Efficiency | Competitors Average | PAN PA-3410 | Cisco Firepower 3110 | Check Point Quantum 9200 | Juniper SRX 1600 |
| Watts/Gbps Firewall Throughput | 1.7 | 6.3x | 10.9 | 12.1 | 22.2 | 2.3 | 6.8 |
| Watts/Gbps IPsec VPN Throughput | 5.1 | 4x | 19.0 | 25.8 | 36.4 | 4.9 | 9.0 |
- Threat protection performance is measured with firewall, IPS, application control and malware protection, and logging enabled.
- The numbers for competitive solutions are based on publicly available sources. Variations in testing methodologies and performance metrics may exist across different vendors.
- All power consumption values are taken from external data sheets and hardware system guides using maximum power consumption.
A Unified Platform for Secure Networking
Together, these additions reinforce Fortinet’s platform-driven approach, anchored by a single operating system, centralized management, and AI-driven threat intelligence and security capabilities. By integrating FortiOS, FortiManager, FortiAnalyzer, and FortiGuard Labs intelligence into a unified Security Fabric, Fortinet enables organizations to reduce tool sprawl, improve visibility, and accelerate threat detection and response while lowering total cost of ownership.
Additional Resources
- Read more about FortiGate 3500G and 400G.
- Read more about the Fortinet Security Fabric.
- Learn about the Fortinet Open Ecosystem.
- Visit fortinet.com/trust to learn about Fortinet innovation, collaboration partners, product security processes, and enterprise-grade products.
- Read about how Fortinet customers are securing their organizations.
- Learn about Fortinet’s commitment to product security and integrity, including its responsible product development and vulnerability disclosure approach and policies.
- Follow Fortinet on X, LinkedIn, Facebook, and Instagram. Subscribe to Fortinet on our blog or YouTube.
Copyright © 2026 Fortinet, Inc. All rights reserved. The symbols ® and ™ denote respectively federally registered trademarks and common law trademarks of Fortinet, Inc., its subsidiaries and affiliates. Fortinet’s trademarks include, but are not limited to, the following: Fortinet, the Fortinet logo, FortiGate, FortiOS, FortiGuard, FortiCare, FortiAnalyzer, FortiManager, FortiASIC, FortiClient, FortiCloud, FortiMail, FortiSandbox, FortiADC, FortiAI, FortiAIOps, FortiAgent, FortiAntenna, FortiAP, FortiAPCam, FortiAuthenticator, FortiCache, FortiCall, FortiCam, FortiCamera, FortiCarrier, FortiCASB, FortiCentral, FortiCNP, FortiConnect, FortiController, FortiConverter, FortiCSPM, FortiCWP, FortiDAST, FortiDB, FortiDDoS, FortiDeceptor, FortiDeploy, FortiDevSec, FortiDLP, FortiEdge, FortiEDR, FortiExplorer, FortiExtender, FortiFirewall, FortiFlex FortiFone, FortiGSLB, FortiGuest, FortiHypervisor, FortiInsight, FortiIsolator, FortiLAN, FortiLink, FortiMonitor, FortiNAC, FortiNDR, FortiPAM, FortiPenTest, FortiPhish, FortiPoint, FortiPolicy, FortiPortal, FortiPresence, FortiProxy, FortiRecon, FortiRecorder, FortiSASE, FortiScanner, FortiSDNConnector, FortiSIEM, FortiSMS, FortiSOAR, FortiSRA, FortiStack, FortiSwitch, FortiTester, FortiToken, FortiTrust, FortiVoice, FortiWAN, FortiWeb, FortiWiFi, FortiWLC, FortiWLM, FortiXDR and Lacework FortiCNAPP.
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