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Chip Stock Investor发布 2026-08-20

《What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo》

$AKAM未明确方向

Akamai在客户群中根基深厚，但面临超大规模云服务商垂直整合带来的逆风，需要财务复苏。

我们接着上次的话题，继续讨论CDN市场，包括Cloudflare、Akamai和Fastly，如果你还没看过那个视频，可以去看看。

Let's just continue with where we left off, talking about the CDN market, Cloudflare, Akamai, and Fastly, which, if you haven't watched that, check out the video.

Fastly与规模大得多的Cloudflare和Akamai竞争。

Fastly competes against much larger Cloudflare and Akamai,

这是因为大公司实际上已经建立了自己的CDN，并逐步将像Akamai这样的传统提供商排除在外。

It's because the big guys have actually built their own CDNs and have progressively cut legacy providers like Akamai out of the mix.

看原视频00:01

Chip Stock Investor发布 2026-08-18

《Why We're Considering Trimming Cloudflare (NET Stock), Not Buying More》

$AKAM看跌

由于AKAM处于困境或表现不佳且净债务高企，说话者回避该股；只有当通过收购加速增长时，其潜在价值才可能显现。

这是来自Akamai的示例。他们有这些边缘POP（存在点）、他们的核心网络。Akamai还提供一些实际的云服务。

Here's a look at the one from Akamai. They have these edge POPs, points of presence, their core network as well. Akamai also provides some actual cloud services.

Akamai的这些额外产品和服务主要是通过收购构建的。

Akamai has largely built these extra products and services via acquisition.

所以我从Cloudflare开始，然后是Akamai，再然后是Fastly，它们就在这里。我们有一些各自的财务细分，这相当惊人。Cloudflare现在的市值超过1100亿美元，而相比之下，历史更悠久、更成熟、而且坦率地说收入规模大得多的Akamai，市值不到180亿美元，然后是小型的后起之秀Fastly，市值不到50亿美元。

So I started with Cloudflare, then Akamai, and then Fastly, and here they are. We've got some financial breakdowns of each, and this is pretty wild. Cloudflare now trading at over $110 billion market cap, compared to the far older, more mature, and frankly much larger by revenue company, Akamai, at just under $18 billion, and then the small upstart at under $5 billion, Fastly.

看原视频01:24