$CloudFlare(NET.US) is one of the few companies that has benefited from the valuation suppression of software stocks by Agents. The toC application layer, Agent Commerce, still needs time, but the demand for toB Agent applications is already growing.
These agents require: low-latency access to models + fast data access
+ global real-time communication
Cloudflare's edge network is right in the middle of these paths: user request → agent → Cloudflare network → AI model → return result
Cloudflare has become one of the necessary paths for AI traffic. AI inference is extremely sensitive to network latency, and Cloudflare's global edge network makes it naturally suitable as the network infrastructure for AI inference.
The narrative shift this brings: Cloudflare is starting to transform from a "content delivery network" to a "network layer for AI computing and inference." The newly signed $40 million contract is proof of demand. Looking for an opportunity to prepare to open a position.
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