AI agents are shifting from experiments to production, prompting AWS, Cloudflare and peers to redesign cloud infrastructure for machine-generated traffic rather than human users. The article signals an emerging platform shift in internet and cloud architecture, with potential long-term benefits for infrastructure providers. Near-term market impact is likely limited, but the theme is strategically important for cloud and edge networking names.
AI agents are shifting from experiments to production, prompting AWS, Cloudflare and peers to redesign cloud infrastructure for machine-generated traffic rather than human users. The article signals an emerging platform shift in internet and cloud architecture, with potential long-term benefits for infrastructure providers. Near-term market impact is likely limited, but the theme is strategically important for cloud and edge networking names.
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