What’s missed from the post is that Cloudflare for many years now has felt that they are a “Cloud 2.0” company.

And AWS/GCP/etc are “Cloud 1.0”.

They believe that AI Agent will fundamentally change the internet, and it’s hard to fault them for seeing it that way when their own stats shows that bot/agents account for the majority of Internet traffic.

As such, going all in on AI fits into their thesis of being “Cloud 2.0”.