Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network. At its Investor Day event on September 22, the company highlighted a platform strategy built around delivery, security, compute, and observability. The timing of this strategy couldn't be better. AI-generated traffic is creating a new source of demand for infrastructure capable of managing machine-driven requests. Fastly's infrastructure is already appearing in AI-agent traffic. An Odd Diligence analysis of tests involving Meta's Muse assistant found Fastly in 29.3% of tests.
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