F5 announced on November 4, 2025 that its BIG‑IP Next for Kubernetes platform will run on NVIDIA’s RTX PRO 6000 Blackwell Server Edition, creating a turnkey solution that combines F5’s application delivery and security capabilities with NVIDIA’s AI‑accelerated hardware. The partnership delivers a minimum 30 % increase in token generation, faster time‑to‑first‑token, and optimized routing and load‑balancing for large‑language‑model workloads, enabling customers to scale inference and training with lower latency and higher throughput.
The integration builds on F5’s existing collaboration with NVIDIA, which began with the deployment of BIG‑IP Next for Kubernetes on BlueField‑4 DPUs. By moving to the RTX PRO 6000, F5 adds GPU‑based acceleration to its traffic‑management stack, allowing AI models to be served directly at the edge of the network. The performance gains are achieved through NVIDIA’s Blackwell architecture, which delivers higher floating‑point throughput and lower memory bandwidth bottlenecks than previous generations. The announcement did not disclose pricing or general availability, but the company indicated that the solution will be available to enterprise customers in the coming quarter.
F5’s AI strategy has focused on securing and optimizing AI workloads across hybrid cloud environments. The RTX PRO integration strengthens that strategy by providing a secure, policy‑driven gateway that can enforce consistent security controls while offloading compute to NVIDIA’s GPUs. The partnership also positions F5 to capture a growing share of the AI infrastructure market, where demand for high‑performance, secure inference is accelerating in data‑center and edge deployments. The move follows F5’s acquisition of CalypsoAI, which added enterprise AI security capabilities to its portfolio.
Financially, F5 reported strong results in the third and fourth quarters of fiscal 2025. Revenue rose 12 % YoY to $780 million in Q3 and 8 % YoY to $810 million in Q4, driven by a 39 % increase in systems revenue and a 26 % rise in software revenue. Non‑GAAP EPS beat estimates by $0.24 in Q3 and $0.24 in Q4, reflecting disciplined cost management and a favorable product mix. However, the company lowered its Q4 FY2025 revenue guidance to $755 million at the midpoint and its FY2026 revenue growth outlook to 0‑4 %, citing a recent security incident that impacted the BIG‑IP product line. The incident prompted additional remediation work and customer support, which the management team said would dampen near‑term sales momentum.
CEO François Locoh‑Donou acknowledged the security incident, stating, “We are disappointed that this happened and very aware of the burden that this has placed in our customers who have had to work long hours to upgrade.” He emphasized that the company remains focused on maintaining profitability through cost discipline while investing in high‑return verticals such as AI and security. The guidance cut signals caution about near‑term demand, but the company’s raised full‑year FY2025 revenue outlook and continued earnings beats suggest confidence in its core business resilience.
Investors reacted cautiously to the guidance downgrade and the security incident, but the announcement of the RTX PRO integration was viewed positively as a strategic step toward capturing the expanding AI infrastructure market. The combination of strong quarterly results, disciplined cost control, and a high‑profile partnership with NVIDIA provides a balanced view of F5’s short‑term challenges and long‑term growth prospects.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.