Craig Matsumoto is a senior research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He covers distributed edge infrastructure, networking and interconnection for the Datacenter Services and Infrastructure channel. In the networking sphere, Craig’s current research focuses on cloud-native networking services, including multicloud connectivity. He also covers distributed edge clouds, such as content delivery networks, and tracks issues related to distributed data and on-demand infrastructure management. Prior to this role, Craig spent more than 20 years in technology journalism. As a lead editor at Light Reading, SDxCentral and EE Times, he followed the evolution of software-defined networking and its relationship to the then-emerging worlds of cloud computing and containerization. His past coverage has also included semiconductors, including semiconductor manufacturing, and telecom optical networking. Craig holds a Bachelor of Science degree in engineering mathematics from the University of California, Berkeley.
The company wants to democratize generative AI the way it did operating systems, taking cues from Linux's trajectory. Open source is a major part of the strategy; the end goal is a leadership role in hybrid AI, bringing cheaper and easier-to-use AI to the locations an enterprise wants.
The company is still doubling down on its role as an edge platform for application delivery. Investors may fixate on challenges to the content delivery network business, but Fastly is playing the long game, to provide developers with a platform that overcomes the network and security concerns of web applications.
The surge in enterprise AI usage is expected to generate demand for edge infrastructure and services. In the early stages, this appears to be playing out, muted somewhat by difficulty gaining access to GPU accelerators.
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