Side-by-side comparison of AI visibility scores, market position, and capabilities
Cambridge MA edge cloud (NASDAQ: AKAM) at $3.99B 2024 revenue with security $2B+ first to surpass CDN; 365K+ servers in 135+ countries Q2 2025 cloud infra growing 30% competing with Cloudflare for enterprise web security and edge cloud.
Akamai Technologies is a Cambridge, Massachusetts-based edge cloud company — publicly traded on NASDAQ (NASDAQ: AKAM) as an S&P 500 company — providing enterprises with content delivery (CDN), cybersecurity, and cloud computing services through the world's most distributed edge platform: 365,000+ servers across 4,200+ points of presence in 135+ countries. In 2024, Akamai reported $3.99 billion in revenue (5% year-over-year growth) with security products generating $2+ billion (16% growth) — the first year in the company's 27-year history that security represented the largest revenue segment. In Q2 2025, Akamai reported $1.043 billion in revenue (7% growth) with cloud infrastructure growing 30% year-over-year. The business model transformation from CDN-dominant to security-dominant to cloud-expanding reflects CEO and co-founder Dr. Tom Leighton's strategy to leverage the distributed edge network for adjacent high-growth services. Founded in 1998 by MIT professors Tom Leighton and Danny Lewin.
Amphenol (APH) reported $14.8B revenue in FY2024, up 21% YoY. World's #2 connector maker. Critical for AI data center and defense interconnects. ~90,000 employees. HQ: Wallingford, CT.
Amphenol Corporation is one of the world's largest manufacturers of electrical, electronic, and fiber optic connectors, interconnect systems, sensors, and antennas, headquartered in Wallingford, Connecticut. Founded in 1932, Amphenol has grown through a highly decentralized acquisition strategy to become a critical supplier for virtually every electronics end market. The company reported revenues of $14.8B in FY2024, up 21% year-over-year, driven by explosive demand from AI data center customers.
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