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.
NYSE - Nasdaq Real Time Price USD
214.85 +25.43 (+13.43%)
As of 9:40:01 AM EST. Market Open.
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.

"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)

1 week ago
6





English (CA) ·
English (US) ·
Spanish (MX) ·