Cloudflare Is at the Forefront of Security and AI Infrastructure

Security-focused content delivery network Cloudflare stands to benefit from continued growth in cybersecurity spending. Currently, more than 20% of global internet traffic passes through Cloudflare’s network, and more than one-third of all websites use Cloudflare. Cybersecurity remains a critical priority for firms worldwide as the frequency and intensity of cyberattacks continue to increase. However, we think Cloudflare is capable of much more than security, and we view edge computing, and increasingly, artificial intelligence infrastructure, as a major opportunity for the firm.