April 20, 2026
Happy Monday.
Google is scaling customer AI chips, Cisco is pushing sovereign infrastructure, regulators are reshaping router markets, and IPv6 is finally hitting escape velocity. As always, thank you for reading and hit us up with any feedback. Let's dive in.
Weekly Roundup
Deep Dive
IPv6 Hits Parity With IPv4 on Google, 28 Years In
For a brief window on March 28, IPv6 carried 50% of Google's worldwide traffic, matching IPv4 for the first time. APNIC pegs global adoption at 43%, and Cloudflare clocks 40% of actual transferred traffic on IPv6. The protocol designed in 1998 is finally pulling its weight.
Necessity, not enthusiasm, did the work. The regional registries ran dry between 2011 and 2019, IPv4 addresses started trading around $50 apiece, and AWS began charging half a cent per public IPv4 per hour in 2024. Older objections about NAT complexity and header overhead have largely faded, with Facebook and Akamai both measuring IPv6 as modestly faster in real-world tests.
For enterprises, the read is straightforward. IPv4 scarcity has been a real line item in cloud bills and acquisition costs, and rising IPv6 traffic suggests that pressure should ease over time. Greenfield deployments increasingly default to dual-stack or IPv6-first, and the addressing constraints that shaped a decade of network design are loosening. Worth watching how hyperscaler pricing and the IPv4 transfer market respond from here.
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