Key Highlights

  • FortifAI Limited (ASX:FTI) shares traded at $0.365 on 21 October 2026, down 10.98%.
  • FortifAI announced commercial availability of NOL8 AI Data Plane Version 2.0, more than two months ahead of its end-CY2026 roadmap target.
  • Enterprise customers can now commission paid proof-of-value engagements, which are not commitments to enter commercial contracts.

FortifAI Limited (ASX:FTI) shares fell 10.98% to trade at $0.365 during the trading session on 21 October 2026, while the S&P/ASX 200 (XJO) stood at 8,809.20, down 7.70 points or 0.087%. FortifAI’s latest ASX announcement covers the commercial launch of NOL8 AI Data Plane Version 2.0, which the company had flagged to the market on 12 October 2026 for late October.

About FortifAI

FortifAI Limited is an ASX-listed technology company focused on artificial intelligence and advanced computing through its subsidiary NOL8. NOL8’s AI Data Plane gives organisations visibility into how data moves through their AI systems.

Version 2.0 launch

FortifAI said Version 2.0, described as its production, revenue and enterprise-ready Commercial Engine, is generally available on AWS and open to enterprise customers for paid proof-of-value engagements. The company’s February 2026 roadmap had three stages: a Demonstration Engine, a Customer Benchmarking Engine targeted for July 2026 and a revenue-ready Commercial Engine by the end of calendar 2026. Version 1.0 launched on 29 June 2026, and the enhanced features of Version 2.0 were delivered in under four months, half the build cycle of Version 1.0.

Production features and availability

Version 2.0 adds resilience and hardening for continuous operation on live traffic, deployment across every region served by AWS, Megaport and Equinix, scalability from a single workload to enterprise-wide deployment, and a full user interface for configuring policies, deploying, monitoring and managing the product. NOL8 also set up monitoring, support and operating processes to run paying customer workloads.

NOL8 joined the Megaport AI Exchange in June 2026 and became deployable on Equinix Fabric in September 2026, with access initially limited to proof-of-concept deployments. Megaport customers can deploy it through the AI Exchange across more than 1,100 data centres, and Equinix customers can reach it over Fabric connections in more than 60 metros.

Next phase

Paid proof-of-value engagements let enterprise customers run NOL8 on their own production data before entering full commercial contracts. NOL8 will also pursue joint go-to-market activity with Megaport and Equinix, focused on enterprise sales execution and joint architectures. The company will update the market as paid engagements are secured.

Sector context

Enterprise AI deployments increasingly depend on data governance, visibility and network connectivity, and vendors often reach customers through cloud marketplaces and network exchange platforms. Proof-of-value engagements are a common step between trials and contracts in enterprise software.

Early commercial products typically take time to convert from evaluation to recurring revenue.

Risks and uncertainties

FortifAI stated that paid proof-of-value engagements are evaluation arrangements and not commitments to enter commercial contracts, and their number, timing, value and conversion are not assured. Customer and data centre figures for Megaport and Equinix are published by those companies and may overlap.

References to third-party providers do not imply endorsement, and actual results may differ materially from forward-looking statements. Share price volatility can be significant for early commercial technology companies.

What's next

FortifAI’s focus is now on paid customer engagements and executing the joint go-to-market with Megaport and Equinix. The company said it will update the market as paid engagements are secured.