Many of these deals are secret, but Deepfield Networks knows of about 40 companies that are setting up their own content delivery networks with service providers, according to Craig Labovitz. But he’s bound by non-disclosure agreements, and can’t name names.
Andy Ellis, a chief security officer with Akamai, agrees. Yes, companies have been moving to cache their content locally with ISPs, but there are still plenty of services — security and analytics, for example — that Akami can sell them. “I don’t think we’re yet seeing a land rush into the ISPs,” he says. “I think you have to be really really big to be interesting enough to the ISPs.”
Of course, five years ago, did anyone really think that Netflix would be responsible for 20 percent of U.S. Internet traffic? Back then, they were just the guys who mailed you CDs.