Fastly targets double-digit India share as AI traffic surges

Fastly, the edge cloud platform, is expanding aggressively in India, aiming to grow its India business contribution from a single-digit percentage to double digits. The company has increased its Points of Presence (PoPs) in the country from four two years ago to 62 currently, with most of the infrastructure build-out happening in the last 18 months. India is now Fastly's fourth-largest market by potential, said founder and CTO Artur Bergman.

The expansion is driven by a surge in AI-generated traffic, which Fastly's research shows grew about 30% between January and May 2026, far outpacing human traffic. Over 51% of AI requests require access to origin infrastructure, compared with under 9% for human traffic. Bergman noted that AI agents are making traffic patterns harder to predict, citing a customer whose traffic jumped 350% in 12 months, largely from AI agents downloading code.

Fastly plans to roughly quintuple its India go-to-market team by the end of 2027 and is expanding its Pune operations. The company is focusing on media, e-commerce, and logistics clients, and has worked on live-event traffic around the IPL. Bergman said Fastly may eventually need about 100 PoPs in India to serve the country's geography and population.