Cloudflare's edge inference platform Workers AI positions the company uniquely in distributed AI compute, with low-latency model serving across 300+ POPs. SASE/Zero Trust suite enterprise adoption accelerating with $5M+ TCV deals. R2 storage gains share from S3 on egress economics. Magic WAN replaces legacy SD-WAN at scale. Path to GAAP profitability is now clear and operating leverage emerging.
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