Fastly (FSLY) Shifts Edge Strategy to AI & Security

Fastly is reportedly recasting its edge strategy to focus on AI-driven traffic and security. The company recently appointed Jeffrey Ford as principal accounting officer. Fastly is also highlighting rapid expansion in its security, edge compute, and AI-focused services. What's interesting is a new partnership with Skyfire to manage AI agent transactions at the network edge. This comes as Fastly's research shows AI-generated internet traffic growing much faster than human activity. These moves position Fastly in how businesses handle, secure, and monetize machine interactions. The bottom line is that Fastly aims to shift from a content delivery network to a broader security, edge compute, and AI traffic platform, potentially impacting its future revenue streams.