Cloudflare Inc (NYSE:NET) is among the best NFT stocks to invest in according to analysts. Its exposure to the NFT industry comes from providing the infrastructure that underpins NFT projects and marketplaces.
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According to equity research firm Bernstein, Cloudflare Inc (NYSE:NET) stands to benefit from Anthropic’s pivots to collaboration. Anthropic is an AI research company focused on building reliable and interoperable AI systems. It’s the developer of Claude AI.
In its March 7 report, Bernstein noted that Anthropic wanted to partner with incumbent SaaS providers rather than disrupt them. The firm believes this strategy pivot will drive modernization spending, which it says will reward infrastructure software providers such as Cloudflare. According to Bernstein, enterprises will need to upgrade their legacy mainframe systems in order to participate in AI productivity workflows.
In other news, Cloudflare Inc CFO Thomas Seifert participated in the Morgan Stanley Technology, Media, and Telecom Conference 2026 on March 3. At that conference, Seifert discussed Cloudflare’s strategic focus on AI as well as monetization opportunities.
Among other things, the conference heard that AI traffic is doubling weekly and that AI is expected to be a major growth driver. As a result, Cloudflare is looking at monetization opportunities in the “agentic web,” including microtransactions between AI agents.
Moreover, Seifert used the conference to highlight Cloudflare’s strong 2025 performance, saying that the year saw the company sign its largest-ever contract. The executive also spoke about the company’s expansive network as a competitive edge.
San Francisco, California-headquartered Cloudflare Inc (NYSE:NET) provides a broad array of internet services. These services include content delivery network, cloud cybersecurity, and ICANN-accredited domain registration. In this position, Cloudflare provides the infrastructure that hosts and secures NFT data, ensuring a fast and reliable marketplace experience for users.
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.
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