Daily Earnings: Web platforms pivot to non-human operations | NET, ABNB, DDOG | Aug 6

After weeks of infrastructure providers burning cash on physical chips, software applications are harvesting AI margins cheaply as the internet officially crosses a historic tipping point toward autonomous, non-human operation.• Cloudflare (NET) confirms over half of global web traffic is now generated strictly by non-human AI.• Airbnb (ABNB) slashes human customer support costs using standard software without hoarding server farms.• Datadog (DDOG) suffers a severe market sell-off after one major client abruptly shrinks its cloud footprint.The accelerating industry shift toward variable, consumption-based software pricing leaves top-line revenue incredibly vulnerable to sudden enterprise budget cuts.