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I bet that nobody believed in 1992 that thirty years later, we'd still be discussing the state of the transition to IPv6! In 1992 we were discussing what to do about the forthcoming address crunch in IPv4, and having come to terms with the inevitable prospect that the silicon industry was going to outpace the capacity of the IPv4 address pool in a couple of years, we needed to do something quickly more
I work at APNIC, the Regional Internet Registry that serves the Asia Pacific Region. APNIC provides common infrastructure services for the region that support the unique assignment of IP address blocks to Internet network operators within our region through the operation of an address registry. In short, IP addresses are what we do. So, when there are discussions in technology circles about evolving the Internet's address model in varying ways,... more
Something odd happened through 2021 in the market for IPv4 addresses. Across 2021 the reported market price for the transfer of IPv4 addresses has doubled, from approximately USD $27 per IPv4 individual address at the end of 2020 to around USD $55 per address in December 2021. It has taken seven years for the market price to rise from just under USD $10 to get to USD $20 per address. The next year, 2020, saw the price rise a further USD $7 per address, and then in the next 12 months, the market price doubled. more
The network operations community is cautiously heading back into a mode of in-person meetings, and the NANOG meeting at the start of November was a hybrid affair with a mix of in-person and virtual participation, both by the presenters and the attendees. I was one of the virtual mob, and these are my notes from the presentations I found to be of personal interest. I hope you might also find them to be of interest as well... The year 2021 has not been a good year for Internet outages. more
For the past few decades, there's been a relatively straightforward narrative on the economics behind the IPv6 transition that goes something like this: sooner or later, IPv4 scarcity will drive costs up until they exceed those of deploying IPv6. A competitive market will then make the rational choice and transition to a more efficient mode of production and deploy IPv6. This is textbook economics, and - with the disclaimer that I'm not a trained economist - it appears to be incorrect. more
The Australian Domain Name Administration, AUDA, recently published its quarterly report for the last quarter of 2020. The report contained the interesting snippet: "The rapid digitization of our lives and economy -- necessitated by COVID-19 -- continued to underpin strong growth in .au registrations. New .au domains created in December 2020 were up 23 percent from December 2019, while total domains under management were up more than 2.1 percent over the same period." more
Time for another annual roundup from the world of IP addresses. Let's see what has changed in the past 12 months in addressing the Internet and look at how IP address allocation information can inform us of the changing nature of the network itself. Back around 1992, the IETF gazed into their crystal ball and tried to understand how the Internet was going to evolve and what demands would be placed on the addressing system as part of the "IP Next Generation" study. more
When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
Dear Chief Financial Officers of tech giants, the internet is in crisis, and you can lead your organization to help solve the problem. You'll be well compensated, and you'll enjoy massive public relations benefits. I fear that if you don't, global governments will force your hand. There is a shortage of available IPv4 addresses but we are years away (possibly a decade or more) from IPv6 viability and adoption in North America. more
We are all aware of the pollution caused by burning coal and combusting oil. The results are obvious: exhaust spewing from vehicles, factories, and power plants. Many of us don't realize we are actively contributing to the unnecessary burning of energy (natural gas and coal in the US) to power the Internet. We wag our fingers at Internet Service Providers (ISPs) and data centers, but the fact is that our own organizations are wasting electricity every single hour out of ignorance or apathy. more
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