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
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 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 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
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
Fleek Network, the latest developer platform, has raised $25M in Series A. The platform is set to launch in 2023. Fleek will help developers build, host, and deliver content and applications on Web3 protocols. Currently, the platform runs on AWS
