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> I could see mobile networks implementing their own AMP caches, so their inbound traffic winds up terminating mostly at the cache layer. This speed boost will win the mobile networks customers.

How would that work? Google can replace links to AMP pages with links to their own AMP cache in their search results, since they're the ones generating those resutls. Cloudflare can serve the AMP version of their customers' pages since they are the ones actually terminating the TLS connection.

Mobile operators don't have either type of access. At best they could try to do this for non-encrypted content with some kind of a transparent proxy. But the share of non-encrypted content is plummeting quickly, and might as well not exist soon. No operator is going to invest any money in HTTP-only services at this point.



Just anycast cdn.ampproject.org to a cluster sitting on your network with Google's supervision and cert? This is added value for the provider, just like sticking a bunch of Akamai boxes on your network is added value.




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