Fortinet's Q3 Revenue Surges 20% to $2.08B with Nvidia Partnership

Key Takeaways

• Fortinet posted $2.08 billion in Q3 revenue, up 20% year over year
• Product revenue rose 37% to $765 million
• Fortinet partnered with Nvidia, Oracle, and Microsoft on AI security
• ADNOC, OpenAI, and G42 signed a multi-year AI energy deal
• Estée Lauder teamed with Microsoft to power its Unified Data Platform
• Wall Street firms use AI for efficiency, not investment decisions
• Nearly 70% of construction firms invested at least $250,000 in AI
• Fortinet launched FortiGuard Inline AI Security Service on November 2, 2026
• FireMon added AI agents for network security policy management
• OpenAI hired the former US Army secretary as military AI use grows

5 AI Infrastructure Stocks for Long Term Investors

Most AI investors focus on chipmakers, but networking, power equipment, and cloud capacity are also essential. Owning companies across different layers of the build out can reduce the risk of betting on a single bottleneck. The article highlights five companies covering different parts of the AI infrastructure build out. Some trade at premium valuations while others have been beaten down, offering a mix of growth and value for long term investors.

5 AI Infrastructure Stocks for Long Term Investors

Most AI investors focus on chipmakers, but networking, power equipment, and cloud capacity are also essential. Owning companies across different layers of the build out can reduce the risk of betting on a single bottleneck. The article highlights five companies covering different parts of the AI infrastructure build out. Some trade at premium valuations while others have been beaten down, offering a mix of growth and value for long term investors.

5 AI Infrastructure Stocks for Long Term Investors

Most AI investors focus on chipmakers, but networking, power equipment, and cloud capacity are also essential. Owning companies across different layers of the build out can reduce the risk of betting on a single bottleneck. The article highlights five companies covering different parts of the AI infrastructure build out. Some trade at premium valuations while others have been beaten down, offering a mix of growth and value for long term investors.

5 AI Infrastructure Stocks for Long Term Investors

Most AI investors focus on chipmakers, but networking, power equipment, and cloud capacity are also essential. Owning companies across different layers of the build out can reduce the risk of betting on a single bottleneck. The article highlights five companies covering different parts of the AI infrastructure build out. Some trade at premium valuations while others have been beaten down, offering a mix of growth and value for long term investors.

5 AI Infrastructure Stocks for Long Term Investors

Most AI investors focus on chipmakers, but networking, power equipment, and cloud capacity are also essential. Owning companies across different layers of the build out can reduce the risk of betting on a single bottleneck. The article highlights five companies covering different parts of the AI infrastructure build out. Some trade at premium valuations while others have been beaten down, offering a mix of growth and value for long term investors.

Fortinet reports 20% revenue growth and new AI security tools

Fortinet reported third-quarter revenue of $2.08 billion, up 20% year over year. Product revenue rose 37% to $765 million. The company also announced new AI security services including FortiGuard Inline AI Security Service and FortiLink SASE. Fortinet partnered with Nvidia, Oracle, and Microsoft to strengthen its AI security business. CEO Ken Xie said demand across the portfolio drove the third upward revision of its 2026 outlook.

Fortinet adds AI security checks to FortiGate firewalls

Fortinet launched the FortiGuard Inline AI Security Service on November 2, 2026. The cloud-based service uses FortiAIGate technology to inspect AI prompts, responses, and agent interactions. It can detect 35 types of personally identifiable information and block unauthorized AI usage known as shadow AI. Organizations can set budgets, rate limits, and usage controls for AI tools. A self-hosted deployment option is available for organizations needing on-premises data privacy using Kubernetes and NVIDIA GPUs.

Test AI agents before deploying them, experts advise

Tina Newbill recommends testing AI agents before deployment to build strong governance. She advises setting clear data boundaries and permissions ahead of time. Her agent handles employee issues by routing complaints and assessing priority without deciding legal matters. She outlines five steps for AI builders to enable responsible innovation. The approach focuses on controlling risk while supporting careful experimentation.

OpenAI hires former US Army secretary as military expands AI use

OpenAI hired the former US Army secretary as the military seeks to expand its use of AI. The move reflects growing interest in AI tools across defense and government sectors. The article notes increased collaboration between AI companies and military organizations. Specific details about the role and responsibilities were not fully available. The hiring signals deeper ties between AI developers and defense institutions.

Construction firms invest in AI but struggle to measure returns

Nearly 70% of construction companies invested at least $250,000 in AI over two years. A BRG report says double-digit cost savings are common but measuring AI value remains difficult. The report lists five best practices including focusing on specific problems and investing in skilled talent. It also urges companies to set accountability rules and avoid narrow ROI measures. Contracts may need updates to address AI use and liability.

Wall Street Uses AI to Boost Efficiency Not Investments

Wall Street firms are adopting AI to handle routine tasks and analyze large datasets. However, they are not using AI to make investment decisions. Human judgment remains essential for understanding causes behind data patterns. The expansion raises concerns about cybersecurity and job impacts.

ADNOC Partners With OpenAI and G42 on AI Energy Tools

ADNOC signed a multi-year deal with OpenAI and G42 to deploy AI across energy operations. The technology aims to reduce field development planning time from months to hours. OpenAI Frontier will coordinate AI agents for business processes. Human experts will still oversee major decisions and the systems will run on G42 infrastructure in the UAE.

Estée Lauder Teams Up With Microsoft for AI Growth

Estée Lauder Companies partnered with Microsoft to strengthen its AI capabilities. The collaboration will support Microsoft platforms powering ELC's Unified Data Platform. The goal is to reduce data duplication and enable reusable data products across brands and regions. The company expects improved productivity and more personalized consumer experiences.

FireMon Adds AI Agents to Manage Network Security

FireMon introduced AI agents that help define and update network security policies. The agents use Model Context Protocol servers to access data and perform tasks. They include tools for searching policy data and generating firewall recommendations. Cybersecurity teams can also customize agents or build their own to keep pace with automated cyberattacks.

Musks Grokipedia Has Flaws But Offers Wikipedia Lessons

Elon Musk launched Grokipedia as an alternative to Wikipedia. The AI-generated articles contain many mistakes and overly long prose. However, Grokipedia can find obscure information and provide balance to topics. Wikipedia's CEO sees AI as a threat to donations and editor workload. Still, Grokipedia shows potential ways AI could assist Wikipedia editors.

Sources

• 5 AI Infrastructure Stocks to Buy and Hold Through 2030
• 5 AI Infrastructure Stocks to Buy and Hold Through 2030
• 5 AI Infrastructure Stocks to Buy and Hold Through 2030
• 5 AI Infrastructure Stocks to Buy and Hold Through 2030
• 5 AI Infrastructure Stocks to Buy and Hold Through 2030
• Fortinet lifts Q3 revenue 20% and expands AI security partnerships
• Fortinet Adds AI Security Checks To FortiGate Firewalls: What’s New?
• Before You Deploy an AI Agent, Try to Break It
• OpenAI hires former US Army secretary as military seeks to expand AI use
• Construction firms have substantial AI investments, but few grasp payback
• Wall Street Expands AI for Efficiency, Not Investment Decisions
• ADNOC Signs Major AI Deal With OpenAI and G42 to Boost Efficiency
• Estée Lauder Companies partners with Microsoft to boost AI capabilities
• FireMon Adds AI Agents to Craft and Implement Network Security Policies
• Elon Musk’s Grokipedia is littered with mistakes. But Wikipedia could still learn some things from it.