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Posted by
Two Blokes Jul 3 -
Filed in
Stock
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Cloudflare is uniquely positioned at the intersection of internet infrastructure and AI, with its Workers platform and MCP protocol driving new developer and enterprise adoption. The shift toward an AI-driven internet benefits Cloudflare, as its edge network and serverless offerings enable secure, scalable, and low-latency AI application deployment. Financials show strong growth: 26% YoY revenue increase, expanding large customer base, and high-margin incremental revenue from AI services with minimal additional capex.
