Akamai(US:AKAM) Sou Hu Cai Jing·2025-07-22 10:35Core Insights - The article discusses the challenges and solutions faced by Chinese e-commerce companies in the context of global competition and the rise of live streaming sales, emphasizing the need for robust cloud infrastructure to support these demands [1][6]. Group 1: E-commerce Globalization and Technical Challenges - The e-commerce industry is experiencing a surge in user interaction during live streaming, making low latency and high elasticity critical for revenue generation. A delay increase from 1 second to 3 seconds can lead to a 32% rise in bounce rates, while a 100-millisecond reduction in resource loading time can enhance conversion rates by 8.4% [2][4]. - Major sales events like "Double Eleven" and "6·18" create unpredictable spikes in user traffic, leading to resource over-provisioning and potential cost wastage. Therefore, reducing network latency and enhancing elastic scaling capabilities are urgent priorities [2][4]. Group 2: AI Integration and Security Risks - The integration of AI in e-commerce is improving efficiency but also introduces new security challenges, such as potential data leaks and denial-of-service attacks. Protecting AI models is essential due to their vulnerability [4][6]. - The trend towards high-definition and interactive live streaming is driving the rapid rise of Video Processing Units (VPU), which offer significant advantages in video transcoding efficiency, environmental sustainability, and accessibility for smaller e-commerce players [4][6]. Group 3: Akamai's Solutions and Product Offerings - Akamai is addressing the complex challenges in the e-commerce sector by leveraging its global network infrastructure to provide targeted solutions, including a public cloud built on the principles of simplicity, network-first approach, and open-source [6][8]. - Akamai has expanded its global core nodes from 11 to 42 within three years, enhancing its ability to tackle low latency issues through a robust Content Delivery Network (CDN) [8]. - The company has launched three key product lines: a cloud-native Kubernetes (K8S) product line to simplify deployment, a virtual machine product line including the environmentally friendly VPU, and the TrafficPeak log analysis platform to manage high traffic during peak sales events [9][10]. Group 4: Future of E-commerce - The future of e-commerce will hinge on user experience, which is determined by a combination of latency, security, and cost factors. The ability to simplify complex technologies into user-friendly services will be crucial for e-commerce companies [10].