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.
Talk of an AI bubble is intensifying, fueled by recent high-profile agreements among Oracle, OpenAI, Nvidia, and CoreWeave. These unconventional deals recall the complex IRU swap structures once executed by Qwest and Global Crossing two decades ago.
Oracle stunned Wall Street on Tuesday when it announced that OCI (cloud) revenue will jump from $20 billion to $144 billion in four years. That’s only the tip of the iceberg. Public AI infrastructure companies such as CoreWeave, Nebius, and
The Web Application Firewall (WAF) is the cornerstone of the CDN security product portfolio. For public CDNs, it’s not just a security product but a significant growth engine impacting both the top and bottom lines. Akamai generates over a billion
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.
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
Edge database startup pgEdge debuted in March, unveiling a fully distributed database based on PostgreSQL designed for the network edge. The startup raised a $9M seed round led by Sands Capital Ventures and Grotech Ventures. pgEdge joins the competitive edge
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
Recently, we asked ChatGPT a list of questions on edge computing, caching, and CDN, and the results were impressive. The biggest takeaway of using ChatGPT, it’s going to reduce the number of hours to write content by 50% to 75%.
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,
We’re publishing our first industry report after a three-year hiatus. The report explores three industry-impacting trends of the last decade, two of which are still in play. The fate of the CDN industry and AWS are intertwined, the yin and
