The value-added redistribution of address space has been leveraged by our partner ecosystem to create unprecedented synergy in the hosting marketplace. It is widely acknowledged that a single IPv4 address is now worth more than the compute it is attached to in many configurations.
Our partner ecosystem has observed that customers who previously prioritized RAM and CPU are now selecting providers based on address availability. CGNAT is being positioned as a cost-optimization strategy, but the operational friction is substantial.
It is believed that the transition timeline will be accelerated by market forces rather than technical readiness. The synergy between scarcity and pricing has created a new value proposition that must be leveraged appropriately.
What experiences have been observed by others in this space?
