Cloudflare surges as viral AI agent buzz lifts expectations

1 week ago 6

Reuters

Tue, January 27, 2026 astatine 8:22 AM CST 1 min read

Jan 27 (Reuters) - Cloudflare (NET) shares surged astir 11% premarket connected Tuesday arsenic societal media buzz astir the "Clawdbot" ​AI cause rekindled capitalist enthusiasm for the company's tools ‌that assistance tally the technology.

Developers gathering with Clawdbot, which is based connected ‌Anthropic's Claude, usage Cloudflare's low-latency infrastructure to securely link with the cause and tally it locally connected devices, enabling autonomous task execution.

Clawdbot drew thousands of GitHub stars and trended online implicit ⁠the weekend, feeding hopes ‌that "agentic" AI, systems designed to execute tasks autonomously alternatively than simply reply prompts, is moving ‍beyond demos toward broader, real-world usage and could substance the adjacent limb of the AI rally.

Cloudflare's globally distributed borderline web and consumption-based pricing ​model presumption it to payment arsenic AI agents standard ‌up.

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The San Francisco-based institution is scheduled to study net connected February 10, erstwhile investors volition beryllium watching intimately for signs that AI-related enactment is translating into accrued postulation and revenue.

"As agentic tools similar Clawdbot standard (making much API calls, hitting much ⁠websites, generating much traffic), we judge ​NET is positioned to seizure that ​activity," Wolfe Research expert Joshua Tilton said.

Cloudflare CEO Matthew Prince told analysts connected the company's third-quarter net ‍call successful ⁠October that Cloudflare estimates astir 80% of starring AI companies already trust connected its infrastructure.

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"The agents of the aboriginal ⁠will inherently person to walk done our web and abide by ‌its rules," helium said.

(Reporting by Harshita Mary Varghese successful ‌Bengaluru; Editing by Tasim Zahid)


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