AI Market Movers · Applied AI & software
Cloudflare
NET
Cloudflare is the edge: pipes, a global network, and a place to run inference closer to the user than a GPU cluster in Virginia.
- Site
- cloudflare.com
- Who
- Matthew Prince, CEO
In the Daily
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Closing Time
Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.