Cloudflare launches Basin, a serverless, open‑format data platform that cuts cross‑cloud costs, simplifies data pipelines, and lets teams deploy data products faster.
Cloudflare launches granular AI‑crawler controls—block training, set AI agent access, sync preferences—balancing AI use with ad revenue protection for web owners.
Cloudflare’s new Jev AI‑orchestration tool cuts edge‑AI costs by up to 30%, automatically selecting models, sequencing tasks, and adding safety checks for faster, cheaper deployment.
Bernstein lifts Cloudflare’s target price, citing strong gross margin, rising ARR, and a global edge‑compute moat—yet warns that EU regulation and cloud rivals could curb long‑term upside.
Cloudflare’s new AI‑traffic rule blocks ad‑rich page access, protecting ad revenue while reshaping AI training data, regulatory compliance, and cyber‑security dynamics.
Cloudflare’s new Adaptive Intelligence, secure AI coding sandboxes, and invisible CAPTCHA shift security to AI‑driven edge defenses and safer AI development, redefining industry standards.
Cloudflare beats earnings expectations, powered by AI‑driven analytics and global network expansion, showing modest revenue growth and stronger margins.
Cloudflare raises $2.5 B in 0% convertible notes with capped call conversions, boosting liquidity, reducing interest, and aligning institutional investors with future equity upside.