COMPANIES · AI INFRA SOFTWARE

Cloudflare

Cloudflare runs a global network that sits in front of websites and apps to make them faster and more secure, and sells developer tools for building software that runs on that network.

DirectAI infra software
What it does

Cloudflare runs a global network that sits in front of websites and apps to make them faster and more secure, and sells developer tools for building software that runs on that network.

Why it matters

It sells AI inference on GPUs in its own network (Workers AI) and tools for running AI agents and controlling AI crawlers, so it is one of the places where AI applications are actually served to users; most of its revenue still comes from security and network services rather than AI.

How it makes money

Businesses and developers pay subscription and usage fees for its security, performance, networking and developer-platform services.

Geography

United States (San Francisco)

AI stack position

AI infrastructure software. The tools developers use to build, train, deploy and manage AI systems: the software layer that sits between raw computing power and a finished AI product.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (3)

Cloudflare builds a security service on models from OpenAI
Uses technology fromDated / announced
Cloudflare said its new Vulnerability Discovery and Remediation service uses OpenAI Daybreak models, including GPT-5.6 Cyber.

Source: 2026-09-03 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Product announcement; does not establish commercial terms, spend, exclusivity, or customer adoption of the service.

Cloudflare Partners with OpenAI Daybreak Models to Redefine Vulnerability Management with AI-Powered Edge Defense ↗
Cloudflare runs sandboxes for agents from Cursor
Provides infrastructure toDated / announced
Cloudflare said Cursor Cloud Agents can now execute tool calls in Cloudflare Sandboxes, while Cursor continues to run inference, planning and orchestration.

Source: 2026-09-02 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Integration announcement by Cloudflare; does not establish usage volumes, revenue, or that Cursor relies on Cloudflare for other infrastructure.

Cloudflare Expands Support for AI Coding Agents with Cursor Cloud Agents on Cloudflare Sandboxes ↗
Cloudflare announced deploying GPUs from NVIDIA
Uses technology fromDated / announced
Cloudflare said in September 2023 it would deploy NVIDIA GPUs and NVIDIA inference software (TensorRT-LLM, Triton) across its network for AI inference.

Source: 2023-09-27 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: 2023 announcement with rollout targets; does not establish how many GPUs were deployed, current share of NVIDIA versus other accelerators, or purchase volumes.

Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing ↗
Evidence for this profile

Cloudflare Announces Second Quarter 2026 Financial Results ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .