My guess is they're looking at the node interconnect side similar to what Bloxroute is doing. This infrastructure will be extremely important as blockchains gro

My guess is they're looking at the node interconnect side similar to what Bloxroute is doing. This infrastructure will be extremely important as blockchains grow in size and speed; CDN-type utilities will be needed to broadcast transactions on the network, prevent DOS attacks, receive notifications from events on the network, and more.