Cloudflare (NET): Over half the internet is non-human [Q2 2026]

For the first time in history, over half of Cloudflare's Q2 2026 network traffic was non-human, signaling a radical structural shift from an ad-driven web to an AI machine-payment economy.In this episode:• The massive milestone of AI agents generating 50% of traffic.• How generative AI companies are avoiding hyperscaler egress taxes.• Why a $150M restructuring charge hides near-GAAP profitability.• The tricky forecasting shift toward "pool of funds" consumption.As bots effectively break the internet's 27-year-old advertising model, Cloudflare is aggressively rejecting the commodity GPU arms race. Instead, they are pushing lightweight edge inference and building native network rails to support up to 100M fraction-of-a-penny bot microtransactions per second. Wall Street applauded the vision, sending shares spiking nearly 13% after hours despite the CFO's warning of bumpier revenue modeling ahead. 🤖Company: Cloudflare, Inc. (NET) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.