On Jun 19, 2026, at 10:35 AM, Saku Ytti via NANOG <[email protected]> wrote:
> Some big tech shops own billions worth of IPv4, and are buying more.

If you say so (haven’t looked recently but have no reason to do more than 
quibble).

> Is this desirable?


Pragmatically, yes.

If you want the world to migrate to IPv6, there needs to be a reason better 
than “it has more bits!”. There is now an additional and very easily understood 
signal associated with choosing between IPv4 and IPv6, one that is easily 
understood by the beancounters behind network operators: the cost of 
addressing. If you’re an SMB with an IPv4 /24, you are now sitting on an asset 
that is worth between US$8K to US$12K on the spot market. How many public IPv4 
addresses does the SMB actually need, given they’re probably using cloud/SAAS 
for their public Internet presence? How much would it cost to turn up IPv6 
service (including IPv4aas) on their internal infrastructure? Would that cost 
be more or less than the asset price and migration costs? 

"Big tech shops” buying up all the addresses would drive the asset value up, 
increasing the likelihood the beancounters will see incentives to migrate. 

Regards,
-drc

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