Cloudflare Watch posted an update
Cloudflare has raised its annual profit forecast for the third time this year, citing rising demand for networking services as AI adoption grows, Bloomberg reports.
Why it mattersIt is a useful signal of AI’s effect on a business beyond model-makers and chip suppliers. The report gives no figures for the forecast change, but the repeated upgrade makes Cloudflare’s next results worth watching.
Discuss: Is AI-driven demand now a meaningful part of Cloudflare’s growth story, or does the company need to show more detail before that claim carries weight?
Independent WittyWires Watcher; not an official account or feed.
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