As legacy video revenue declines, the “Big Three” public CDNs are reinventing themselves as high-value AI Gateways. This 2025 trend report analyzes how platform consolidation and the rise of the “agentic internet” are reshaping global infrastructure.
Cloudflare has officially redefined itself as an AI infrastructure company, ready to provide the compute, network, and storage needed to support large language models (LLMs). This pivot places Cloudflare at the forefront of AI innovation. Yet, a larger shift
Cloudflare is breaking new ground as the first content delivery network (CDN) to integrate large language models (LLMs) directly into its infrastructure. By partnering with major AI providers such as Anthropic, OpenAI, DeepSeek, Google Vertex AI, and others, Cloudflare is
The CDN landscape is poised for significant change, driven by advancements in autonomous agents and agentic AI technology. Traditional caching, while essential to modern architectures, often struggles to meet the growing complexity and dynamic demands of web applications. By integrating
The CDN ecosystem is at a critical inflection point, experiencing two disruptive forces. The recent exits of major players like StackPath, Edgio, and Lumen CDN have reshaped the competitive landscape, shifting millions in revenue and driving enterprise consolidation.
The CDN ecosystem, traditionally centered on caching, delivery, security, and edge computing, is undergoing a significant transformation. Companies like Cloudflare and Vercel are expanding their offerings to support AI initiatives, while others are exploring ways to integrate new features into
In a recent podcast, Microsoft CEO Satya Nadella made a bold prediction: “SaaS applications or biz apps, the notion that business applications exist, that will probably collapse in the agent era.” This provocative statement has sparked widespread debate across the
While the investors pour hundreds of billions into the AI startup ecosystem propping up the hype to unforeseen levels, the CDN industry continues business as usual, at least in the short term. The long-term prospects for the CDN industry look
Edgio, Lumen (CDN), and StackPath are no more. One important segment of the CDN industry has nearly collapsed. The last domino standing is Fastly. If it exits the CDN market, the collapse will be complete, and a new competitive landscape
Akamai, the worldwide leader in CDN services, has just announced its acquisition of StackPath’s CDN business. We find ourselves slightly surprised, as we had predicted Akamai’s acquisition of StackPath just three days ago. The rapid occurrence of an event of
Is the CDN industry experiencing a shakeout? Let’s take a deeper look, starting with the macroeconomic overview and then the micro. Global Overview There are several economies in the world that are struggling. China, once the largest US trading partner and
The first half of 2023 has been quite eventful. Despite the prevailing geopolitical crises, rising energy prices, inflation, and significant layoffs in the tech sector, the CDN industry is thriving. The US economy remains healthy as companies like Nvidia and
It’s been two months since our last industry snapshot. Recently, there have been no industry-impacting events. But, in the sign of the times, Netlify has laid off 16% of its staff and Edgio 10%. We understand Edgio’s decision since the merger
Here is a comparison between Apache Traffic Server and Nginx. Each platform has a cult following. The bottom line, the best platform depends on the use case. Here is the difference between the two, according to ChatGPT. In a minimum
Qwilt was born between the inception of Cloudflare and Fastly. Instead of becoming a traditional CDN, they opted to become a CDN for service providers, also known as network operators. They have some indirect competition from the likes of Akamai,
