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It won't generate revenue but investment into ipv4 can be used to build a moat around your cloud business. Anyone who wants to compete with the big cloud vendors now needs not just a global network of data centers and good uplinks, but also a large pool of ipv4 addresses.


Sure, if you already have the IP addresses then it's an appreciating asset. (Compare with Bitcoin.)

Though, at some price, they might be tempted to figure out how to get by with fewer IPv4 addresses and sell the remainder.




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