How Cloudflare Is Winning the AI Infrastructure Race

Cloudflare's stock is up 24.5% in the past five days, and its AI Gateway is processing over a trillion inference requests a month. Lucas and Luna break down how Cloudflare went from a CDN to a critical piece of AI infrastructure, competing with cloud giants by sitting at the network edge. They discuss the Workers AI platform, the competitive dynamics against AWS and Google Cloud, and what it means for growth investors. If you're looking for a concrete example of a company riding the AI infrastructure tailwind without building expensive data centers, this episode explains why Cloudflare's strategy is resonating. #Cloudflare #AIInfrastructure #GrowthStocks #EdgeComputing #WorkersAI #AIGateway #Inference #CDN #NetworkEffect #TechInvesting #Finance #Business #FexingoBusiness #BusinessPodcast #StockMarket #AI #Infrastructure #GrowthInvesting Keep every episode free: buymeacoffee.com/fexingo