@FinanceYF5: Cloudflare’s Silicon Valley conference: 10 million developers, machine traffic exceeds half—it’s charging bots, but is it working? In the second quarter, non-human traffic on Cloudflare’s network exceeded half for the first time. It wants to charge bots on behalf of websites: that move has yet to pay off, with no revenue announced as of the conference. What has paid off are two foundations: 10…

X AI KOLs Following News
cloudflare bot-traffic developer-platform cdn earnings ai-agents

Summary

Cloudflare disclosed at its conference that non-human traffic exceeded half of all traffic for the first time in the second quarter. Its efforts to monetize bot traffic by charging bots have yet to bear fruit, but it has amassed 10 million developers and offers free blocking capabilities. The market is watching whether revenue from its developer platform will be reported separately in its third-quarter earnings release on November 5.

Cloudflare’s Silicon Valley conference: 10 million developers, machines generating over half of traffic, and charging bots—has it worked? In the second quarter, non-human traffic exceeded half of all traffic on Cloudflare’s network for the first time. The company wants to charge bots on behalf of websites. That move has yet to pay off: as of the conference, it had not announced any revenue from it. What has paid off are two foundations: 10 million developers, and fast, free bot blocking. When third-quarter earnings arrive on November 5, watch for two things: whether revenue from the developer platform is reported separately, and whether the first revenue from charging bots has come in. Analysis only; not investment advice. Voiceover and animation generated by AI.
Original Article
View Cached Full Text

Cached at: 10/28/26, 07:38 PM

Cloudflare’s Silicon Valley Conference: 10 Million Developers, Bots Account for Over Half of Traffic—Is Charging Them Paying Off?

In the second quarter, non-human traffic on Cloudflare’s network exceeded half of all traffic for the first time. It wants to charge bots on behalf of websites, but that move has yet to pay off: by the conference, it had not announced any revenue from it. What is working are two foundations: 10 million developers, and fast, free blocking.

Watch for two things in the third-quarter earnings report on November 5: whether revenue from the developer platform is reported separately, and whether the first revenue from charging bots has come in.

Analysis only; not investment advice. Voiceover and animation generated by AI.

Similar Articles

@FinanceYF5: Over Half of Users on Silicon Valley's Agent Infrastructure Aren't Human Anymore — What Does That Change? More than half of Cloudflare's traffic isn't human, 60% of Vercel's deployments are pushed by agents, and 70-90% of new databases on Supabase, Databricks, and TiDB are created by agents. But the ones paying are still…

X AI KOLs Timeline

Over half the users on Silicon Valley's infrastructure platforms are now AI agents: more than 60% of Cloudflare traffic is non-human, 60% of Vercel deployments are pushed by agents, and 70-90% of new databases on Supabase, Databricks, and TiDB are created by agents — but humans still hold the purse strings.

@FinanceYF5: OpenAI's 2026 DevDay — 20+ Announcements. How Do You Make Money Building Agent Infrastructure? Among the 20-plus announcements, the two that matter most: Sign in with ChatGPT and the partner marketplace. Conclusion: OpenAI is turning its subscription into universal credits. Hosting is free; no matter where the credits get spent, the money flows to OpenAI first...

X AI KOLs Timeline

The article analyzes the 20+ announcements from OpenAI's 2026 DevDay, pointing out that the most critical ones are Sign in with ChatGPT and the partner marketplace. OpenAI is transforming its subscription into universal credits — hosting is free, but the money spent on credits ultimately flows to OpenAI.