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Are Cloudflare (NET)’s AI Security Prospects Brighter Than Investors Think?

Cloudflare, Inc. (NYSE:NET) is among the best performing cybersecurity stocks in 2025. On March 30, following the RSA 2026 Conference, TD Cowen named Cloudflare Inc (NYSE:NET) among the companies well-positioned for growth in the cybersecurity sector. Cloudflare’s solutions help make websites and internet applications more secure and reliable.

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According to TD Cowen, cybersecurity spending is on track to surpass $320 billion by 2030, reflecting a compound annual growth rate of around 12%. The firm points out that AI will drive the next phase of the security industry growth. It sees increasing demand for network security and endpoint detection amid growing AI adoption.

From a security standpoint, TD Cowen noted AI is widening the attack surface more quickly than reducing risk. While this is happening, companies are consolidating their security stacks out of the need to reduce complexity and costs. According to the firm, this trend is shifting spending toward a handful of scaled providers like Cloudflare.

On March 16, Cloudflare Inc (NYSE:NET) announced an expanded security partnership with SentinelOne. This partnership brings together Cloudflare’s network telemetry data and SentinelOne’s Singularity AI SIEM platform.

With this combined system, security teams can better detect and respond to threats. This is because the integration allows teams to automate action and analysis from a single point. SentinelOne’s Singularity AI SIEM applies intelligence to pick out risks sooner in the attack sequence. It does this by processing live data streams as opposed to static logs.

Cloudflare Inc (NYSE:NET) is an American technology company headquartered in San Francisco, California. Its global cloud platform improves the performance, reliability, and security of websites and internet applications. Cloudflare serves businesses of all types around the world.

While we acknowledge the risk and potential of NET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NET and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Motley Fool’s 10 High-Growth Stock Picks and 8 Best Blue Chip AI Stocks to Buy Now.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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