Enterprise DNA
Model routing Supplier to the AI builders

Cloudflare

Runs a global network and an AI Gateway that routes and caches AI calls for apps, and bought Replicate in Dec 2025.

Listed
Public (NET)
Why it is winning

Its network already sits in front of many websites, so routing AI calls through it is a small step.

The risk to watch

Model routing may become a free feature of its network rather than a product customers pay for.

Money coming in

Who pays Cloudflare, and for what.

No customers of Cloudflare mapped yet.

Money going out

Who Cloudflare pays to do what it does.

Where it sits on the map

Competitors and neighbours

Sources: sec.gov

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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