Cloudflare vs Fortinet

TypeSafe's Jev Decision Model Explained for Product Managers

The article introduces Jev, a decision model from TypeSafe AI, released in September 2026. Unlike LLMs, Jev returns a decision with a probability based on input text and a question, supporting operations like Noul (yes/no), Choice (one of many options), and Score (rating). It processes up to 32K tokens, with free output tokens and input at $0.042 per million tokens. The author tested it against other models, finding it cost-effective and accurate. Jev is integrated into AskOne for moderation, with rules encoded in prompts to handle abuse and prompt injection. The article notes Cloudflare released similar models (Clef) on October 1, and provides guidance for PMs on quick wins, evaluation, and setup templates.

• TypeSafe AI released Jev in September 2026.
• Jev processes text and returns decisions with probabilities.
• Input cost is $0.042 per million tokens; output tokens are free.

OpenAI introduces GPT-6.1 Sol, cheaper near-Astra model

This week's AI/ML news highlights significant model releases and a trend toward specialized, cost-efficient AI. OpenAI introduced GPT-6.1 Sol, a cost-efficient model for complex coding tasks, scoring 52 on the Artificial Analysis Intelligence Index—one point below GPT-6 Astra—with a 1.05M-token context window and API pricing at $2/M input and $10/M output tokens. Sol excels in agentic coding and computer use, outperforming GPT-6 Sol on benchmarks, and is available in ChatGPT Work and Codex. Notably, OpenAI cancelled GPT-6.1 Astra due to safety concerns. Emerson also launched Claude Sonnet 5.5, claiming faster output and lower costs, while Cloudflare released Clef decision models, NVIDIA unveiled Kumo Tabular, and Google announced Gemini 4 Argon. The overarching theme is the shift toward heterogeneous AI architectures.

• OpenAI released GPT-6.1 Sol on September 29, 2026, with a 1.05M-token context window, $2/M input and $10/M output tokens, and a score of 52 on the Artificial Analysis Intelligence Index.
• GPT-6.1 Sol costs $0.72 per task, about a quarter of GPT-6 Astra's $3.26, and outperforms GPT-6 Sol on DeepSWE 1.1 and AutomationBench, while OpenAI cancelled GPT-6.1 Astra due to safety concerns.
• Anthropic launched Claude Sonnet 5.5 on September 28, 2026, claiming 30% faster output and up to 30% lower cost per task.

Akamai surges after $11.6B Anthropic CPU deal

Akamai Technologies' shares surged up to 16.4% after announcing an $11.6 billion deal with AI company Anthropic for dedicated cloud computing capacity over seven years, marking the largest deal in Akamai's history. The deal focuses on CPU-based infrastructure for agentic AI workloads, with an option to expand to $20 billion. Anthropic will receive a warrant for up to 5% of Akamai's stock, vesting based on spending milestones. Akamai expects $5.5 billion in capital spending plus $1.7 billion for components, and analysts estimate this equates to about 77 megawatts of computing power. Revenue is expected to begin in 2027, with an annual run rate of $1.7 billion by end of 2028. CNBC's Jim Cramer highlighted Akamai as a buy, citing its low valuation (under 16 times expected earnings) and the Anthropic deal, while suggesting a pullback for Cloudflare (279 times earnings) and Fastly (50 times earnings). Akamai is repositioning with edge computing to handle AI workloads closer to users.

• Akamai signed an $11.6 billion deal with Anthropic for dedicated cloud computing capacity over 7 years, the largest in Akamai's history.
• The deal can be expanded to up to $20 billion and includes a warrant granting Anthropic up to 5% of Akamai's stock, vesting based on spending milestones.
• Computing capacity focuses on CPUs for agentic AI, not GPUs; Akamai expects $5.5 billion in capital spending (plus $1.7 billion for components), ~77 MW of power.

10-Q Financial Filing Analysis for Fortinet (2026-07-30)

Fortinet reported strong financial performance for the second quarter of fiscal 2026, with total revenue rising 26% year-over-year to $2.05 billion and operating income growing 51% to $689.3 million. Revenue expansion was driven by a 52% surge in product revenue to $773.0 million, fueled by higher hardware unit shipments, customer upgrades for AI-related infrastructure, and pricing actions, alongside a 14% increase in service revenue to $1.27 billion. Operating margin expanded by 5.6 percentage points to 33.7%, reflecting strong operating leverage as top-line growth outpaced operating expenses. Net income for the quarter reached $606.3 million ($0.82 per diluted share), up from $440.1 million in Q2 2025. Non-GAAP billings expanded 33% to $2.37 billion, and deferred revenue climbed to $7.68 billion, underscoring solid underlying demand across Secure Networking, Unified SASE, and SecOps platforms.

• Q2 2026 total revenue reached $2,047.9 million (+26% YoY), driven by $773.0 million in Product revenue (+52% YoY) and $1,274.9 million in Service revenue (+14% YoY).
• Operating income rose 51% YoY to $689.3 million with operating margin expanding 560 bps to 33.7%, while net income reached $606.3 million.
• Non-GAAP billings grew 33% YoY to $2,372.1 million, and total deferred revenue reached $7,675.7 million as of June 30, 2026.

Cybersecurity stock Zscaler's charts turn bullish: Jay Woods

In a CNBC Pro segment, technician Jay Woods discusses Zscaler (ZS), a cybersecurity company that has underperformed its sector peers. While CrowdStrike, Fortinet, Okta, and Palo Alto Networks have gained over 100% year-to-date, Zscaler shares fell as much as 65% from 52-week highs and remain down 13% this year. However, Woods observes a bottoming formation on both daily and weekly charts, with a bullish crossover in MACD and a breakout above $195 resistance. He suggests upside targets of $250-$265, representing 25-30% potential upside, with support at $165. The analysis highlights relative rotation within the cybersecurity sector, indicating that laggards like Zscaler may see renewed strength.

• Zscaler (ZS) shares fell as much as 65% from 52-week highs and remain down 13% year-to-date.
• CrowdStrike, Fortinet, Okta, and Palo Alto Networks have each gained over 100% year-to-date.
• Jay Woods identifies a bullish double bottom formation on Zscaler's weekly chart.

Fortinet Expands U.S. Presence with New Company-Owned Innovation Hub in New York City

Fortinet announced the opening of a new company-owned innovation hub in New York City, expanding its U.S. presence. This is part of Fortinet's strategic growth and investment in innovation.