{"id":569797,"date":"2025-03-25T23:53:14","date_gmt":"2025-03-26T06:53:14","guid":{"rendered":"https:\/\/nai500.com\/?p=569797"},"modified":"2025-03-25T23:53:14","modified_gmt":"2025-03-26T06:53:14","slug":"%e7%be%8e%e5%9b%bd%e9%93%b6%e8%a1%8c%e6%80%81%e5%ba%a6%e9%80%86%e8%bd%ac-cloudflare-%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/03\/%e7%be%8e%e5%9b%bd%e9%93%b6%e8%a1%8c%e6%80%81%e5%ba%a6%e9%80%86%e8%bd%ac-cloudflare-%e8%82%a1%e4%bb%b7%e9%a3%99%e5%8d%87\/","title":{"rendered":"\u7f8e\u56fd\u94f6\u884c\u6001\u5ea6\u9006\u8f6c\uff0cCloudflare\u80a1\u4ef7\u98d9\u5347"},"content":{"rendered":"<p>\u636e\u5a92\u4f53\u62a5\u9053\uff0c\u7f8e\u56fd\u94f6\u884c\u5206\u6790\u5e08\u5468\u4e8c\uff083\u670825\u65e5\uff09\u5c06<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NET\">Cloudflare\uff08NYSE: NET\uff09<\/a>\u8bc4\u7ea7\u4ece\u201c\u900a\u4e8e\u5927\u76d8\u201d\uff08\u5373\u5356\u51fa\uff09\u8fde\u5347\u4e24\u7ea7\u81f3\u201c\u4e70\u5165\u201d\uff0c\u63a8\u52a8\u8be5\u80a1\u76d8\u4e2d\u6da8\u5e45\u8fbe4.5%\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u7f8e\u94f6\u6b64\u6b21\u8c03\u5347\u8bc4\u7ea7\u5e76\u975e\u56e0Cloudflare\u7684\u7f51\u7edc\u5b89\u5168\u4e1a\u52a1\uff0c\u800c\u662f\u57fa\u4e8eCloudflare\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u4e1a\u52a1\u7684\u6f5c\u529b\u3002<\/p>\n<p>\u8d22\u62a5\u4e2d\uff0cCloudflare\u672a\u6309\u4e1a\u52a1\u7ebf\u62c6\u5206\u6536\u5165\uff0c\u56e0\u6b64\u957f\u671f\u88ab\u89c6\u4e3a\u7f51\u7edc\u5b89\u5168\u516c\u53f8\uff08\u5176\u5b89\u5168\u4ea7\u54c1\u5e02\u5360\u7387\u8fbe33%\uff09\u3002\u4f46\u5206\u6790\u5e08Harsh Chauhan\u4e0a\u6708\u6307\u51fa\uff0c\u8fd9\u5bb6\u516c\u53f8\u8fd1\u4e00\u5e74\u534a\u5df2\u6084\u7136\u8f6c\u578b\uff1a\u9664\u63d0\u4f9b\u4fdd\u969c\u7f51\u7edc\u8fde\u63a5\u7684\u5185\u5bb9\u4ea4\u4ed8\u7f51\u7edc (CDN)\u670d\u52a1\u5916\uff0c\u8be5\u516c\u53f8\u8fd8\u4e00\u76f4\u5728\u5176\u7f51\u7edc\u4e2d\u90e8\u7f72\u56fe\u5f62\u5904\u7406\u5355\u5143 (GPU)\uff0c\u4f7f Cloudflare \u5ba2\u6237\u80fd\u591f\u5728\u4e91\u4e2d\u8fd0\u884c AI \u5de5\u4f5c\u8d1f\u8f7d\u3002\u6362\u8a00\u4e4b\uff0cCloudflare\u6b63\u4ece\u7f51\u7edc\u5b89\u5168\u80a1\u8715\u53d8\u4e3aAI\u6982\u5ff5\u80a1\u3002<\/p>\n<p>\u7f8e\u94f6\u4e0d\u4ec5\u4e0a\u8c03Cloudflar\u80a1\u7968\u8bc4\u7ea7\uff0c\u66f4\u5c06\u76ee\u6807\u4ef7\u63d0\u9ad8\u8fd1\u4e4e\u4e09\u500d\u81f3160\u7f8e\u5143\u3002\u7f8e\u94f6\u5206\u6790\u5e08\u56e2\u961f\u8ba4\u4e3a\uff0cCloudflare\u7684\u201cAI\u5373\u670d\u52a1\u4ea7\u54c1\u201d\u5df2\u83b7\u5ba2\u6237\u8ba4\u53ef\uff0c\u6210\u4e3a\u672a\u676512\u4e2a\u6708\u5ba2\u6237\u6700\u671f\u5f85\u91c7\u7528\u7684\u4ea7\u54c1\u3002\u8be5\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u91c7\u7528\u4e86\u522b\u5177\u4e00\u683c\u7684\u65b9\u5f0f\uff0cCloudflare\u6781\u6709\u53ef\u80fd\u6210\u4e3a\u4eba\u5de5\u667a\u80fd\u5373\u670d\u52a1(AIaaS)\u9886\u57df\u7684\u9886\u519b\u8005\uff0c\u9884\u8ba1\u8fd9\u5c06\u6210\u4e3a\u4f01\u4e1a\u504f\u7231\u7684\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u6a21\u5f0f\u3002\u4eba\u5de5\u667a\u80fd\u53d1\u5c55\u7684\u5f3a\u52b2\u52bf\u5934\u4ee5\u53ca\u5728\u5b89\u5168\u9886\u57df\u5e02\u573a\u4efd\u989d\u7684\u589e\u52a0\uff0c\u53ef\u80fd\u4f1a\u63a8\u52a8Cloudflare\u52302028\u5e74\u7684\u4e09\u5e74\u590d\u5408\u5e74\u589e\u957f\u7387(CAGR)\u63d0\u5347\u81f330%\uff0c\u800c\u7f8e\u94f6\u6b64\u524d\u9884\u6d4b\u7684\u589e\u957f\u9884\u671f\u4e3a25%\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u7f8e\u94f6\u5206\u6790\u5e08\u8868\u793a\uff0c\u9274\u4e8e\u5e02\u573a\u5c1a\u5904\u521d\u671f\u9636\u6bb5\u4e14\u5b9a\u4ef7\u7b56\u7565\u5c1a\u4e0d\u660e\u6717\uff0c\u4eba\u5de5\u667a\u80fd\u5bf9\u8425\u6536\u4ea7\u751f\u5b9e\u8d28\u6027\u8d21\u732e\u53ef\u80fd\u8fd8\u9700\u65f6\u65e5\u3002<\/p>\n<h2>Cloudflare\u80a1\u7968\u73b0\u5728\u503c\u5f97\u4e70\u5165\u5417\uff1f<\/h2>\n<p>\u6570\u636e\u663e\u793a\uff0cCloudflare\u8fc7\u53bb\u4e09\u5e74\u8425\u6536\u5e74\u5747\u589e\u957f36.5%\uff0c\u53bb\u5e74\u867d\u672a\u5b9e\u73b0GAAP\u76c8\u5229\uff0c\u4f46\u6263\u9664\u8d44\u672c\u652f\u51fa\u540e\u4ecd\u4ea7\u751f1.665\u4ebf\u7f8e\u5143\u81ea\u7531\u73b0\u91d1\u6d41\u3002\u7136\u800c\uff0c\u4ee5448\u4ebf\u7f8e\u5143\u5e02\u503c\u8ba1\u7b97\uff0c\u8fd9\u610f\u5473\u7740 Cloudflare \u80a1\u7968\u7684\u4ea4\u6613\u4ef7\u683c\u662f\u8fc7\u53bb\u81ea\u7531\u73b0\u91d1\u6d41\u7684 269 \u500d\uff0c\u662f\u9884\u8ba1 2025 \u5e74\u81ea\u7531\u73b0\u91d1\u6d41\u7684 194 \u500d\u3002\u90e8\u5206\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u5373\u4f7f\u5e74\u6536\u5165\u589e\u957f\u7387\u4e3a 30%\uff0c\u8fd9\u4e00\u4f30\u503c\u4e5f\u663e\u5f97\u8fc7\u4e8e\u6602\u8d35\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u5a92\u4f53\u62a5\u9053\uff0c\u7f8e\u56fd\u94f6\u884c\u5206\u6790\u5e08\u5468\u4e8c\uff083\u670825\u65e5\uff09\u5c06Cloudflare\uff08NYSE: NET\uff09\u8bc4\u7ea7\u4ece\u201c\u900a\u4e8e\u5927\u76d8\u201d\uff08\u5373 [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":569798,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[1787,2235,2387,2137,522],"class_list":["post-569797","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-1787","tag-2235","tag-ai-sch","tag-2137","tag-522","sectors-financial-products-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/569797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=569797"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/569797\/revisions"}],"predecessor-version":[{"id":569805,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/569797\/revisions\/569805"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/569798"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=569797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=569797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=569797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}