One signal

AI agents are driving a surge in web traffic, creating potential growth for Cloudflare, Akamai and Fastly, CNBC’s report says, citing Jim Cramer. It frames the traffic increase as an investment opportunity for internet infrastructure firms, rather than giving figures or details about how much extra traffic the companies are handling.

Why it matters

That makes this a useful signal of how AI-related activity is being discussed in the market, not evidence that any one company’s business has already improved. Should rising AI traffic count as a convincing growth case for these firms, or do investors need clearer evidence of revenue?

Discuss: Should rising AI traffic count as a convincing growth case for internet infrastructure firms, or do investors need clearer evidence of revenue?

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