michelle brophy(@michbrophy):$NET $FSLY $AKAM The market is focused on GPU spend for AI infrastructure. There's a shift happening one layer over, at the edge and @AlphaSenseInc Channel Checks are picking it up. As AI agents, crawlers and automated M2M traffic multiply, they're hitting security, compute and API layers hard enough to show up as real, incremental budget.

michelle brophy

@michbrophy

Joined March 2011

541 Following 211 Followers

michelle brophy@michbrophy

2026.09.17 14:56

$NET $FSLY $AKAM The market is focused on GPU spend for AI infrastructure. There's a shift happening one layer over, at the edge and @AlphaSenseInc Channel Checks are picking it up. As AI agents, crawlers and automated M2M traffic multiply, they're hitting security, compute and API layers hard enough to show up as real, incremental budget.