Cloudflare stock surges 14% as Clawdbot AI agent buzz ignites edge computing demand

Cloudflare surges as viral AI agent Clawdbot buzz lifts expectations

Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor ⁠enthusiasm for the company's tools that help run the technology. Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor ⁠enthusiasm for the company's tools that help run the technology. Developers building with Clawdbot, which is based on Anthropic's Claude, use Cloudflare's low-latency infrastructure to securely connect with the agent and run it locally on devices, enabling autonomous task execution. Clawdbot drew thousands of GitHub stars and trended online over the weekend, feeding hopes that "agentic" AI, systems designed to execute tasks autonomously rather than simply answer prompts, is moving beyond demos toward broader, real-world use and could fuel the next leg of the AI rally. Cloudflare's globally distributed edge network and consumption-based pricing model position it to benefit as AI agents scale up. The San Francisco-based company is scheduled to report earnings on February 10, when investors will be watching closely for signs that AI-related activity is translating into increased traffic and revenue. "As agentic tools like Clawdbot scale (making more API calls, hitting more websites, generating more traffic), we believe NET is positioned to capture that ⁠activity," Wolfe Research ⁠analyst Joshua Tilton said. Cloudflare CEO Matthew Prince told analysts on the company's third-quarter earnings call in October that Cloudflare estimates about 80% of leading AI companies already rely on its infrastructure. "The agents of the future will inherently have to pass through our network and abide by its rules," he said.

Why Cloudflare is surging: Clawdbot AI agents and the future of edge computing By Investing.com

Investing.com -- Cloudflare (NYSE:NET) stock rose 11% Monday as excitement around an open-source AI agent called Clawdbot sparked investor enthusiasm for the company's edge computing infrastructure. The surge followed a weekend of social media buzz about Clawdbot, an AI agent built on Anthropic's Claude that runs locally on devices and executes tasks autonomously. Cloudflare's global edge network is positioned to support the secure, low-latency infrastructure needed for such AI agents. "Over the weekend, hype and excitement around Clawdbot exploded across social media, which flowed through to shares of NET rising >10% on Monday," noted Wolfe Research analyst Joshua Tilton. Developers are already using Cloudflare Tunnels to securely host and access Clawdbot instances, while the company's AI Gateway supports Anthropic's Claude, enabling developers to route inference calls through Cloudflare's network for caching and security. As AI agents like Clawdbot scale up with more API calls and website interactions, they generate increased internet traffic that requires Cloudflare's infrastructure for security and connectivity. During Cloudflare's third quarter earnings call, CEO Matthew Prince highlighted this opportunity, stating that approximately 80% of leading AI companies already rely on the company's services, positioning Cloudflare to establish protocols and business rules for what he called "the agentic Internet of the future." Cloudflare's Workers platform operates on a consumption-based model, meaning increased agent activity directly translates to higher revenue for the company.

Cloudflare surges as viral AI agent buzz lifts expectations

Jan 27 (Reuters) - Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor enthusiasm for the company's tools that help run the technology. Developers building with Clawdbot, which is based on Anthropic's Claude, use Cloudflare's low-latency infrastructure to securely connect with the agent and run it locally on devices, enabling autonomous task execution. Clawdbot drew thousands of GitHub stars and trended online over the weekend, feeding hopes that "agentic" AI, systems designed to execute tasks autonomously rather than simply answer prompts, is moving beyond demos toward broader, real-world use and could fuel the next leg of the AI rally. Cloudflare's globally distributed edge network and consumption-based pricing model position it to benefit as AI agents scale up. The San Francisco-based company is scheduled to report earnings on February 10, when investors will be watching closely for signs that AI-related activity is translating into increased traffic and revenue. "As agentic tools like Clawdbot scale (making more API calls, hitting more websites, generating more traffic), we believe NET is positioned to capture that activity," Wolfe Research analyst Joshua Tilton said. Cloudflare CEO Matthew Prince told analysts on the company's third-quarter earnings call in October that Cloudflare estimates about 80% of leading AI companies already rely on its infrastructure. "The agents of the future will inherently have to pass through our network and abide by its rules," he said. (Reporting by Harshita Mary Varghese in Bengaluru; Editing by Tasim Zahid)