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Bernstein Reiterates a Hold on Cloudflare (NET), Keeps the PT
Yahoo Finance· 2025-11-24 13:58
Cloudflare, Inc. (NYSE:NET) is one of the Best Cloud Stocks to Buy Now. On November 19, Bernstein reiterated a Hold rating on the stock with a $131 price target. A day earlier, on November 18, Tomer Zilberman from Bank of America Securities reiterated a Buy rating on the stock with a $255 price target. The ratings come after Cloudflare, Inc. (NYSE:NET) was hit by a network outage on November 18 at 11:20 UTC. The outage gained global attention as the company manages and secures around 20% of the web traf ...
Cloudflare故障引发全球互联网混乱 AI时代集中式网络可靠性待考
Zhong Guo Jing Ying Bao· 2025-11-24 09:47
但集中式网络基础设施在AI时代面临严峻挑战。随着数字化进程的加速,互联网对少数关键基础设施 的依赖程度日益加深。这种高度集中的架构虽然提高了效率,但也使得整个系统变得异常脆弱。一旦核 心节点出现问题,就可能引发连锁反应,导致大范围的服务中断。 近日,网络安全与基础设施服务商Cloudflare遭遇自2019年以来最严重的服务中断事件,故障持续近5小 时,导致ChatGPT、社交媒体平台X等多家网站部分用户无法正常访问。 值得注意的是,此次事件并非网络攻击所致,而是由配置文件异常引发系统崩溃。 Cloudflare在随后不 久发表声明:"Cloudflare已察觉并正在调查一个影响多个客户的问题:大范围500错误,Cloudflare仪表 板和API也出现故障。" 该事件再次引发业界对集中式网络基础设施可靠性的广泛讨论。 Akamai亚太地区及日本安全技术和战略总监Reuben Koh在接受《中国经营报》记者采访时表示,问题 的核心在于集中性风险,现代技术栈的复杂性意味着没有服务商能够完全避免故障。此次事件进一步证 明,当核心基础设施出现故障时,可能会拖累部分互联网生态系统。 实际上,集中式网络基础设施的崛起源 ...
英伟达称不保证与 OpenAI 达成千亿美元最终投资协议;徐洁云接任小米集团公关部总经理;谷歌回应苹果安卓世纪破冰|Q资讯
Sou Hu Cai Jing· 2025-11-23 06:42
Group 1: TikTok and Meta - TikTok's video recommendation algorithm head, Adam Zhang, has left to join Meta, where he will oversee Instagram Reels' recommendation business, marking a significant talent acquisition from TikTok [1][2][3] - Adam Zhang has a strong background in algorithm development, having previously worked at Microsoft, Google, and Kuaishou, and his departure is not expected to disrupt TikTok's technical capabilities due to existing mature teams [2] - Meta's urgency in hiring Zhang reflects its strategic anxiety in the short video space, as TikTok's rapid growth has posed a serious threat to Meta, with TikTok surpassing Instagram in user engagement in under two years [3] Group 2: Corporate Changes at Xiaomi - Xiaomi has announced a personnel adjustment, with Xu Jieyun taking over as the new head of the public relations department, while Wang Hua has been reassigned to the Wuhan headquarters [4][5] Group 3: Nvidia and US Government - The US government is reportedly considering allowing Nvidia to sell its H200 AI chips to China, with the Commerce Department reviewing export restrictions [5][6] - The H200 chip offers double the performance of its predecessor, the H100, due to increased high-bandwidth memory [6] Group 4: Geely's Autonomous Driving Integration - Geely is advancing its autonomous driving integration, with the Zeekr autonomous driving team transitioning to a newly established joint venture [7][8] Group 5: Meta Leadership Changes - Meta's Chief Revenue Officer, John Hegeman, has announced his departure to start his own company, marking a significant leadership change as Meta focuses on superintelligence development [9] Group 6: Google and Apple Interoperability - Google has confirmed that its Pixel 10 series can now share files with Apple devices, marking a significant step in cross-platform interoperability [10][11] Group 7: Nvidia and OpenAI Investment - Nvidia has expressed uncertainty regarding its previously announced $100 billion investment in OpenAI, stating that there is no guarantee of finalizing the agreement [12][13] Group 8: Gemini 3.0 Launch - Google has launched its latest AI model, Gemini 3.0, which has achieved a record score of 37.4 in benchmark tests, surpassing previous models [14] Group 9: AI Search Preferences Among Youth - A survey indicates that young people prefer using AI for information searches over traditional search engines, with 50% of respondents occasionally using AI for this purpose [15][16] Group 10: Lingguang App Success - The Lingguang app has achieved over 1 million downloads within four days of its launch, ranking sixth in the App Store's free category in China [17][22] Group 11: Google AI Training Policy - Google has denied claims that it uses Gmail content to train its AI models, emphasizing user privacy and the longstanding nature of its smart features [23] Group 12: AI Engineer Salary Comparison - A report indicates that the salary gap between Chinese and American AI engineers has narrowed to a factor of two, with a significant increase in AI job postings in China [25] Group 13: Data Leakage Concerns - A report highlights that copy-pasting is now a common source of data leakage in enterprises, particularly due to the rise of generative AI [26]
After Cloudflare Outage, Palo Alto Networks Moves to Acquire Observability Platform for $3.35 Billion
PYMNTS.com· 2025-11-22 00:24
Core Insights - A configuration error at Cloudflare caused major service disruptions, highlighting vulnerabilities in digital infrastructure as cloud systems become more complex [1][3] - Palo Alto Networks announced plans to acquire Chronosphere for $3.35 billion, indicating a strategic move towards enhancing observability in cloud environments [1][6] Industry Transformation - The Cloudflare incident was part of a broader trend in enterprise technology, where increasing automation and distributed components complicate system monitoring [3][5] - Observability has become crucial as organizations transition to cloud environments with interdependent components, making it challenging to identify issues [4][5] Observability as a Core Infrastructure Layer - Chronosphere specializes in observability, providing detailed data collection to help engineers understand system issues, with over $160 million in annual recurring revenue [4] - Traditional monitoring tools are insufficient for modern cloud environments, necessitating advanced observability platforms [4][5] Convergence of Security and Observability - The acquisition by Palo Alto Networks reflects a growing demand for unified platforms that integrate security monitoring and performance tracking [6][7] - Historically, security and observability functions operated separately, leading to inefficiencies in incident response [7] Evolving Requirements in Data and AI - The rise of AI systems introduces new challenges for observability, as these systems can behave unpredictably over time [8][9] - Continuous validation of AI model outputs is necessary to ensure accuracy and cost control, making observability data essential for both troubleshooting and performance improvement [9]
Cloudflare (NET) CEO’s “a Solid Guy,” Says Jim Cramer
Yahoo Finance· 2025-11-21 19:21
We recently published 13 Stocks That Crossed Jim Cramer’s Radar. Cloudflare, Inc. (NYSE:NET) is one of the stocks Jim Cramer discussed. The day this show was aired, Cloudflare, Inc. (NYSE:NET) was under fire for a global disruption that disrupted a host of well-known services, including ChatGPT and Spotify. The firm later explained that the outage was due to a file that was aimed to protect against security threats. Cramer has been increasingly optimistic about the cybersecurity sector in 2025. Even thoug ...
Cloudflare Just Broke the Internet, But It’s Still a Red-Hot Buy
Yahoo Finance· 2025-11-21 19:16
Finger pointing to Cloudflare logo in front of laptop computer. Key Points Shares of Cloudflare sold off on Tuesday, Nov. 18, after a global outage shook the internet. However, strong fundamentals and consistent analyst support still point to long-term upside. This week’s panic may actually be setting up a buy-the-dip opportunity. Interested in Cloudflare, Inc.? Here are five stocks we like better. Tech giant Cloudflare Inc. (NYSE: NET) found itself at the center of chaos on Tuesday, Nov. 18, when ...
Cloudflare宕机,互联网世界怎么又断网了?
Sou Hu Cai Jing· 2025-11-21 13:54
对于全球数以百万计的网站运营者与网民来说,本周的周二,注定又是一个难忘的一天。 如我们所见(在所见),在这一天的短短数小时内,包括X(原Twitter)、ChatGPT、Spotify等(海外)常用巨头服务在内,海外互联网领域几乎陷入瘫 痪。无论刷新多少次,映入眼前的都是同样的"InternalServerError"报错页面。但后来总结来看,这并不是一次外部攻击导致的人为事故,而是一场由 Cloudflare内部引发的全球性技术故障。 事情的起因源于一次再常规不过的例行升级。正常情况下,每天,Cloudflare都会为其Bot管理模块生成一个"特征文件",用来帮助识别恶意机器人。这本是 一项普通的后台流程,但当天文件的生成程序因为数据库权限调整出现异常,意外重复写入部分内容,文件体积因此比平时大了整整一倍。这看上去可能只 是一个细小的问题,但对于系统层面来说,却足以成为彻底击穿代理层的导火索。 Cloudflare:"Cloudflare网络处理的5xx错误HTTP状态代码的数量。通常情况下,这个数值应该非常低,而且在故障发生前也确实如此。" 作为全球互联网基础设施的重要组成部分,Cloudflare此次大 ...
Cloudflare全球故障,搞瘫了半个互联网!
猿大侠· 2025-11-21 04:11
北京时间2025年11月18日晚,全球知名网络基础设施服务商Cloudflare 发生了一起重大故障。 导致包括 ChatGPT、X(推特)、Spotify等在内的众多知名互联网服务在全球范围内无法访问。 业内人士称,"本次事件在互联网灾难史上,绝对可以单独摘出来写一篇传记了。" -19:05:Cloudflare工程师部署了一项关于ClickHouse数据库访问控制的变更。 -19:28:变更生效,故障开始。 -22:24:停止生成新的异常配置文件,并强制节点回滚到旧版正常文件。 发生时间:2025年11月18日19:20 - 22:30(主要影响时段)。 持续时长:核心故障持续约3小时,完全恢复正常耗时约6小时。 影响范围:全球性。 根本原因:非网络攻击。系内部数据库权限变更导致的一个"潜伏Bug"被触发,引发机器人管理(Bot Management)配置文件体积异常膨 胀,导致全球节点软件崩溃。 具体时间线: -19:32-21:05:Cloudflare团队介入调查。 -21:05:实施第一阶段缓解,但核心问题仍存在。 -21:37:找到原因。 -22:30:核心服务恢复。 -次日01:06:所有系统 ...
Ramsey Theory Group CEO Dan Herbatschek Shares Six Ways to Prevent Latent Bugs from Crashing Bot Mitigation Systems Following Cloudflare's November 18 Incident
Globenewswire· 2025-11-20 12:50
NEW YORK, Nov. 20, 2025 (GLOBE NEWSWIRE) -- In response to this week’s high-profile Cloudflare outage that was triggered by a latent bug in a core service supporting its bot mitigation capability, Ramsey Theory Group CEO Dan Herbatschek is urging organizations to strengthen their configuration governance and resilience planning before a routine change triggers their own platform-wide disruption. On November 18, Cloudflare confirmed through media reports that a configuration update exposed a dormant defect t ...
一个网站的更新,让外国人集体断网6小时
虎嗅APP· 2025-11-20 10:18
以下文章来源于差评X.PIN ,作者差评君 Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 本文来自微信公众号: 差评X.PIN ,作者:刺猬,编辑:面线、莽山烙铁头,原文标题:《昨天一 个网站的更新,让外国人集体断网6小时。》,题图来自:AI生成 朋友们,昨晚你们网速足够快的话,应该已经见证了一场互联网大戏: Cloudflare 崩了。 这可不是一般的崩,是那种能让半个地球互联网一起陪葬的崩。 刚开始大伙儿还一脸懵逼,有人发现推特登不上了,好不容易登上去了吧,啥也刷不出来。 差评X.PIN . 同样的,ChatGPT 也寄了,设计工具 Canva 也打不开,国外兄弟正在打 LOL 和瓦罗兰特的排位 呢,直接连不上服务器了。 更离谱的是,当所有人想去 Down Detector 查查到底哪个网站崩了的时候,发现 Down Detector 也 崩了。 好好好,想看热闹,结果自己成了热闹。 差评君昨天也亲身经历了这场灾难。 我正在 Product Hunt 给个 App 投票呢 (因为投了给我打五折) ,结果死活点不动。后来刷朋友圈 吧,又发现之前给大家推荐 ...