Cloudflare's AI Psychosis

**Cloudflare’s AI Psychosis** — now that’s a headline with teeth. The internet’s favorite edge lord is apparently losing its chill over the one trend everyone’s chasing. This isn’t just a blog post; it’s a symptom. When infrastructure giants start frothing at the mouth for AI, you know the hype cycle has officially hit the plumbing layer. Here’s why it matters: Cloudflare sits between your website and the whole damn internet. If its AI strategy is spiraling, that’s not a niche dev drama — that’s a signal that even the boring, reliable players are getting desperate for a slice of the NVIDIA pie. Every company suddenly has “AI-native” in its deck, but when the *middleware* starts hallucinating its roadmap, you have to wonder: is this a pivot or a panic? This connects straight to the bigger trend of infrastructure companies rebranding themselves as AI utilities. Every CDN, cloud, and database is now an “AI platform.” The smart money bets on who’s building real value — not who’s just saying the magic word louder. My closer? Cloudflare isn't having an AI psychosis. It's having an AI *identity crisis* — and it’s contagious. Keep your eyes on the edge. ```json {"key_insight":"When core infrastructure players go full AI hype, the market is past peak signal and into peak noise.","confidence":0} ```