Cloudflare
All companiesCompany report · generated from Cloudflare's indicators
Cloudflare — full AI read
Cloudflare (AI Cloud & Infrastructure, United States) — $82bn market cap. AI Influence (AII) 64.6 (#53/208 most AI-influential), Corporate Power 47.8. Its standout dimension is AI criticality (78.0, Strong).
Sector
AI Cloud & Infrastructure
HQ
San Francisco, United States
Ownership
Public
Revenue
$2bn
Market cap / valuation
$82bn
Employees
4k
AI Influence (AII)
64.6
Corporate Power (CPX)
47.8
Dimension read
| Dimension | Value | Standing | What a high vs low value means — and where Cloudflare sits |
|---|---|---|---|
| AII AI Influence (AII) | 64.6 | Strong · #53/208 | High here — a company that powerfully shapes the AI world. ▲ high: a company that powerfully shapes the AI world · ▼ low: limited influence over AI's direction |
| CPX Corporate Power (CPX) | 47.8 | Moderate · #218/348 | Mid-pack. High would mean a civilization-shaping heavyweight — vast market cap, reach and strategic leverage; low would mean limited absolute power to shape global affairs. ▲ high: a civilization-shaping heavyweight — vast market cap, reach and strategic leverage · ▼ low: limited absolute power to shape global affairs |
| Frontier capability Frontier capability | 54.0 | Moderate · #135/348 | Mid-pack. High would mean at or defining the AI frontier (model quality & research); low would mean far from the AI frontier. ▲ high: at or defining the AI frontier (model quality & research) · ▼ low: far from the AI frontier |
| AI criticality AI criticality | 78.0 | Strong · #35/348 | High here — a foundational chokepoint the AI ecosystem is built on. ▲ high: a foundational chokepoint the AI ecosystem is built on · ▼ low: not critical to the AI ecosystem |
| Leadership influence Leadership influence | 64.0 | Strong · #53/348 | High here — led by a major AI/world power-broker. ▲ high: led by a major AI/world power-broker · ▼ low: leadership with limited outside influence |
| AI momentum AI momentum | 82.0 | Strong · #66/348 | High here — surging adoption and mindshare. ▲ high: surging adoption and mindshare · ▼ low: flat or fading AI momentum |
| CAI Corporate AI (CAI) | 70.4 | Strong · #100/348 | High here — an AI leader — deep adoption, talent and AI-centric products. ▲ high: an AI leader — deep adoption, talent and AI-centric products · ▼ low: an AI laggard relative to peers |
| AI-stack independence AI-stack independence | 42.0 | Moderate · #123/348 | Mid-pack. High would mean owns its own models, AI silicon and cloud — vertically independent; low would mean depends on others' models, chips or cloud. ▲ high: owns its own models, AI silicon and cloud — vertically independent · ▼ low: depends on others' models, chips or cloud |
| Strategic leverage Strategic leverage | 72.0 | Strong · #66/348 | High here — outsized sway over policy, markets and standards. ▲ high: outsized sway over policy, markets and standards · ▼ low: limited leverage beyond its size |
Strengths
- AI criticality (78.0, Strong) — a foundational chokepoint the AI ecosystem is built on.
- Leadership influence (64.0, Strong) — led by a major AI/world power-broker.
- AI momentum (82.0, Strong) — surging adoption and mindshare.
Risk factors
- A balanced profile with no acute gap among peers.
▲
These are model outputs and scenarios, not forecasts of actual outcomes. This platform measures access to, utilization of, and leverage from cognitive infrastructure — not intelligence. No causality or certainty is claimed.