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Cloudflare.. The Silent Backbone of the AI Revolution
While everyone is fighting over the user interface in AI applications, some are building the "highways" through which this data passes.
Today, Cloudflare ($NET) stock jumps by over 8% to reach $188.48, and the reason goes beyond mere market speculation.
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Why is $NET the biggest winner now?
The new ChatGPT moment:
With the emergence of tools like Claude CoWork, the market is beginning to understand that artificial intelligence is not just a "chat,"
but a massive pressure on security and speed infrastructure, areas dominated by Cloudflare.
Edge Inference (Edge Inference):
The power of $NET lies in its ability to run AI models close to the end-user, reducing "latency" (Latency) to unprecedented levels.
Security First:
The more companies rely on AI bots, the more they need to protect their data from breaches, making Cloudflare the inevitable, not optional, choice.
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Summary:
In every technological revolution, there are those who sell "picks" to those seeking gold.
Cloudflare does not compete in model development but makes these models possible, secure, and fast. We are living a "market realization" moment that makes $NET a fundamental pillar in any investor’s portfolio looking to the future.
Do you think we are witnessing the birth of a new giant that will challenge the major cloud providers in the AI era? Share your opinion