Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22.
The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and be closely monitored amid the serious risks it poses, including security concerns and harm to individuals.
The news sparked rosy prospects for Fastly Inc. (NASDAQ:FSLY) and its counterparts on expectations that AI security concerns could help propel their revenues from security services.
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Firewall, Runtime Control for AI
Also on Monday, Fastly Inc. (NASDAQ:FSLY) launched its new runtime control, firewall, and API Security capabilities designed to give organizations real-time visibility and control across their AI systems.
These new capabilities help organizations govern AI model access and usage, protect the AI applications powering their business, and control how AI agents access enterprise APIs, all on the same Fastly platform already delivering the speed, security, and resiliency businesses depend on at global scale.
“As enterprise AI shifts from experimentation to business-critical production, the focus turns to leveraging AI safely at scale. Organizations now need real-time control over model routing, spend, agent authorization, response optimization, and service reliability as traffic expands. Fastly is seeing that shift directly,” the listed firm said.
“Across Fastly’s network, machine-generated traffic crossed 50 percent in July and August this year, while AI traffic grew 6.5 times faster than human traffic from January through May this year. Also, financial pressure is rising alongside this growth, with McKinsey finding that 93 percent of organizations are exceeding their AI budgets,” it noted.
With its AI runtime control, routes model calls through a single endpoint across public and self-hosted providers, while virtual keys help protect underlying provider credentials. With real-time visibility into token spend, rate limiting, budget controls, and failover, organizations are able to maintain model choice while enforcing policy centrally.
Meanwhile, its firewall is designed to protect AI applications and mitigate LLM-based attacks, including prompt injection, delivering real-time protection at the edge.
API security, on the other hand, controls agents accessing enterprise APIs and enforces API contracts, applying consistent rules to agentic, agent-assisted, and conventional traffic. Organizations can observe or block non-conforming requests service by service, helping prevent agents from accessing unsupported operations, sending malformed requests, or acting outside established API boundaries.