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A lot of traffic runs through Akamai.

Google can mine that data and use it in their core product, the search engine.

Akamai already mines that data for their ad network.

So perhaps google wants to mine it for their ad network?

I like Business Insider's speculation that this is all part of a giant end run around the cable companies.

Yes, interesting how the specifically mentioned Akamai's video distribution, not the entirely of their business.