---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38657631.md"
description: "$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 communicationCloudflare's edge network is right in the middle of these paths: user request → agent → Cloudflare network → AI model → return resultCloudflare 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."
datetime: "2026-02-11T12:35:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38657631.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38657631.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38657631.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38657631.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38657631.md)


# $CloudFlare(NET.US) is one of the few companies th…


### Related Stocks

- [Cloudflare, Inc. (NET.US)](https://longbridge.com/en/quote/NET.US.md)

## Comments (21)

- **他说还能再加补一股 · 2026-02-11T17:50:23.000Z · 👍 1**: I am a loyal user of cf. What cf excels at is its global CDN service and edge computing. However, it has also kept up with AI agent proxy and 401x AI payment. I am also optimistic about the great philanthropist Cloudflare👍🏻
- **SourceCode · 2026-02-11T14:58:42.000Z · 👍 1**: Currently essential for independent developers. You can tell how big its market is by looking at the impact after it has an accident.
  - **lyhalfway** (2026-02-11T15:15:16.000Z): When you mentioned the accident, I suddenly remembered the Microsoft Cloud outage. I looked it up and it was CrowdStrike. The names are so similar I almost got it wrong. 🤦
- **空仓等暴跌 · 2026-02-11T14:53:50.000Z**: The valuation is extremely high, and the current price is extremely expensive. If you're bullish, why didn't you buy before the earnings report? If the earnings report shows a big drop, are you still bullish?
  - **lyhalfway** (2026-02-11T15:08:35.000Z): The increase half a month ago was driven by the Clawdbot hype, and the earnings report is the performance validation. With both a narrative and performance, I'm optimistic.
- **♾️子弹 · 2026-02-11T14:51:36.000Z**: Feels like Kingsoft Cloud could be a comparable target for a short-term trade?
  - **lyhalfway** (2026-02-11T15:12:46.000Z): Are there any applications similar to clawdbot domestically to stimulate demand? This still needs to have an agent hit product first, then there will be demand.
  - **♾️子弹** (2026-02-11T15:14:03.000Z): Clawbot is quite widely deployed now, and there's also nanobot. Tencent Cloud and Alibaba Cloud both support one-click deployment. I think the demand will come soon.
  - **♾️子弹** (2026-02-11T15:14:31.000Z): Moreover, clawbot is open-source, and there's no concept of an application.
- **康康先森 · 2026-02-11T14:42:05.000Z**: This logic doesn't seem quite right. In the Web 2.0 era, CDN was a method for edge distribution and caching to save traffic costs. In the agent era, everything is dynamic content, so the incremental value of caching doesn't seem very clear, unless agents and cloud service providers cede some of thei
  - **lyhalfway** (2026-02-11T15:05:04.000Z): I understand that agent-driven machine-to-machine interactions are more frequent, and the inference layer captures more value from traffic. Overall, this means a surge in active demand.
  - **康康先森** (2026-02-11T15:18:37.000Z): Hmm, the throughput and frequency of interaction data are doubling, that's for sure, worth looking into further.
  - **antigone** (2026-02-12T02:04:05.000Z): However, Cloudflare's approach is different from Akamai or cloud providers; their network is very cheap. I initially thought the same, but later realized it's not correct. For enterprises building age
- **antigone · 2026-02-11T14:12:42.000Z · 👍 1**: I don't think Cloudflare is SaaS; it's far from the concept of software. Instead, it's a cloud service specialized in edge computing, with its core business still being edge computing + CDN. But I feel if Cloudflare can't move a bit closer to NeoCloud, it will forever just be a layer of web firewall
  - **lyhalfway** (2026-02-11T14:27:17.000Z): There's a trend of breaking through the boundaries of the CDN market now, and recently it's still riding the wave of Agent's popularity.
- **嘿嘿^ · 2026-02-11T13:12:22.000Z · 👍 2**: The outlook for deglobalization is uncertain.
- **dabububu · 2026-02-11T12:46:26.000Z · 👍 2**: Already opened a position, Uncle Yaren.
  - **lyhalfway** (2026-02-11T14:27:43.000Z): This volatility is also quite high; you can wait for opportunities when it falls.
  - **dabububu** (2026-02-11T14:30:21.000Z): 👌🏻