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Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated

Cloudflare, Inc. (NYSE:NET) is among the 10 Unstoppable AI Stocks to Invest In Now.

Cloudflare, Inc. (NYSE:NET) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, it was announced that the company entered into a strategic partnership with Mastercard Incorporated, focusing on developing tools. These tools would help small businesses, critical infrastructure, and governments to shield themselves from the critical cyber threats while they continue to innovate. Both companies plan to eliminate blind spots, offer real-time, accurate views of cyber posture, and translate the risk insights into actionable protection.

In a separate release, Cloudflare, Inc. (NYSE:NET) announced its Q4 2025 and FY 2025 results, with the company closing its largest annual contract value deal ever during the quarter, averaging $42.5 million per year. The transition towards AI and agents reflects the fundamental re-platforming of the Internet, which continues to fuel demand throughout Cloudflare, Inc. (NYSE:NET)’s services.

For Q1 2026, Cloudflare, Inc. (NYSE:NET) expects total revenue of between $620.0 million – $621.0 million and non-GAAP income from operations in the range of $70.0 million – $71.0 million.

Cloudflare, Inc. (NYSE:NET) is a cloud services provider, which provides a range of services to businesses.

While we acknowledge the potential of NET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NET and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now.

Disclosure: None.

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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