Cloudflare (NET) Partners with JD.com to Create an International Platform

Group 1 - Cloudflare, Inc. (NYSE:NET) has formed a strategic partnership with JD Cloud to create an international platform for managing, deploying, and scaling AI workloads [1][2] - The partnership aims to streamline the process of running trained AI models, with a goal to reduce AI inference workloads by up to 80% [2] - The new cloud platform will incorporate enhanced security features, including Cloudflare's Web Application Firewall (WAF), DDoS protection, and global CDN [2] Group 2 - Wall Street analysts have a positive outlook on Cloudflare, with Stifel reiterating a Buy rating and Mizuho Securities setting a price target of $280 [3][4] - Stifel emphasizes the growing importance of AI security and sees Cloudflare as well-positioned to benefit from the increasing deployment of AI technologies [4] - Cloudflare's Workers AI platform is highlighted as a key component in powering AI workloads [5]