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Breaking Analysis: Cloudflare’s Supercloud…What Multi Cloud Could Have Been
November 5, 2022
Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the more mature DDoS protection space, but also extend to growth sectors such as zero trust, a serverless platform for application development and an increasing number of services such as database and object storage.
In essence, Cloudflare can be thought of as a giant, distributed supercomputer that can conn...Read more