F5 announced an expansion of its partnership with NVIDIA to accelerate AI inference workloads. The new integration couples F5 BIG‑IP Next for Kubernetes with NVIDIA BlueField‑3 DPUs, enabling token‑level routing, higher GPU utilization, lower latency, and secure multi‑tenant AI platforms.
The expanded collaboration builds on the existing partnership between the two companies, which has already delivered performance gains for customers running AI inference in hybrid multicloud environments.
The move is driven by the rapid growth of the AI inference market, as enterprises shift from experimentation to monetized AI services. F5’s strategy, articulated by CEO François Locoh‑Donou, focuses on durable demand drivers such as AI adoption and hybrid multicloud architectures, positioning the company to capture a larger share of the AI infrastructure market.
F5’s Q1 FY2026 results underscore the company’s healthy trajectory: revenue rose 7% to $822 million, product revenue grew 11%, and systems revenue surged 37%. Gross margins remained strong at 83.8% non‑GAAP, reflecting efficient cost management and pricing power. The expanded NVIDIA partnership is a key component of F5’s broader AI strategy and is expected to reinforce its competitive position against other application delivery and security vendors.
NVIDIA’s senior vice president highlighted the synergy between the two companies’ technologies, noting that the integration will help customers offload networking, security, and traffic‑management functions to the DPU silicon, thereby improving inference efficiency and reducing operational complexity.
The partnership is expected to address critical bottlenecks in AI inference deployments, enabling enterprises to scale AI factories more efficiently and cost‑effectively. By enhancing token throughput and GPU utilization, the collaboration positions F5 to capitalize on the growing demand for AI infrastructure and to strengthen its long‑term growth prospects.
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