Overview
- Cloudflare rose more than 10% Monday to close at $193.68 and climbed about 14% in early Tuesday trading, extending a rally tied to AI‑agent excitement.
- The momentum followed viral attention on Clawdbot, an open-source agent built on Anthropic’s Claude that runs locally and executes tasks autonomously.
- Developers are using Cloudflare Tunnels to host and access Clawdbot and are routing Claude inference calls through AI Gateway for caching and security.
- Cloudflare’s global edge network and consumption-based Workers platform are positioned to benefit as agentic AI drives more API calls and internet traffic.
- CEO Matthew Prince says roughly 80% of leading AI companies already rely on Cloudflare, and investors will scrutinize the February 10 earnings report for AI-related traffic and revenue signals.