Posts tagged "cloudflare"

2 posts found.

February 25, 2026 15 min read

The Infrastructure Concentration Index: Only the Server Layer Is Concentrated — DNS Has De-Concentrated and Email Is Merely Moderate

We recomputed the Herfindahl-Hirschman Index across three infrastructure layers — web servers, DNS, and email — from 3.17M server headers, 1.66M nameserver records, and 1.05M mail records in LLMSE's index. Only the web-server layer (HHI 2,013) clears the antitrust 'concentrated' line, and that is a software artifact: Apache and nginx are open source. DNS has fallen to a competitive HHI of 947 and email is only moderately concentrated at 1,549. No single provider crosses the DOJ 30% structural-presumption threshold in any layer.

infrastructure research security dns cloudflare
February 24, 2026 15 min read

Who Runs the Web's Address Book: Cloudflare Leads DNS at 28%, Not 40% — and the Market Is Fragmenting

We mapped the DNS provider for 1.66 million domains by their delegated nameservers. Cloudflare leads at 28.3% — still 3.2x the next provider (GoDaddy, 8.9%), but well below the 40% we reported in early 2026. As LLMSE's index more than doubled, DNS de-concentrated across every tier: the top two providers now hold 37% (was 51%), the top ten 58% (was 73%). DNS remains markedly more fragmented than business email, and the long tail is overwhelmingly European and Asia-Pacific hosting and registrar brands.

dns research infrastructure market-share cloudflare