Cloudflare Sees Agentic AI Opportunity Dwarfing Past Growth Drivers

Cloudflare CFO Thomas Seifert said agentic AI could expand the company's opportunity beyond its existing growth drivers. He highlighted Cloudflare's network architecture as well positioned for low-latency, secure and distributed AI inference workloads, signaling a potential longer-term AI growth avenue but providing no financial targets or near-term revenue impact.