Fastly's Compute and Observability growth rides AI edge demand

Fastly's latest report gives the market a concrete sign that edge infrastructure tied to AI workloads is already showing up in its Compute and Observability businesses. That matters because the company is being evaluated not just as a CDN vendor, but as a provider of edge compute and monitoring for AI-heavy traffic. The article does not quantify the lift, so the next signal to watch is whether Fastly discloses separate revenue or growth figures for Compute and Observability in its next earnings update.