Cloudflare puts an emphasis on small, cheap AI models for inference workloads, and its massive customer base is a huge advantage. Personally, I’d steer clear of AI hardware companies like Super Micro and Nvidia, as well as hyperscalers like Microsoft that are pouring incredible amounts of capital into AI data centers to power the latest compute-hungry AI models. Instead, I’d focus on companies that are betting on AI inference and small, efficient, specialized AI models and agents.