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Cloudflare10-K: Capex increase

Cloudflare is deploying GPUs across its global network to support AI workloads.

What happened

The company is making a strategic investment in specialized hardware (GPUs) to expand its network capabilities for AI applications.

Source

SEC EDGARFeb 26, 2026

Annual report (Form 10-K)

Cloudflare 10-K for FY2025

Filing excerpt

our ongoing deployment of graphics processing units (GPUs) across our global network of servers, which will help our customers build performant AI into their applications natively.

sec.gov/Archives/edgar/data/1477333/000147733326000016/cloud-20251231...Read the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 26, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1477333
Accession number
0001477333-26-000016
Timeframe
Multi year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI
  • GPUs
  • serverless

Extraction

Confidence
High
Relevance
70%
Sentiment
Positive
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/279e10fe-6ef7-48da-bee8-d871ca5cf95f returns this record as JSON. POST /v1/companies/enrich returns every signal for cloudflare.com.

{
  "signal_id": "279e10fe-6ef7-48da-bee8-d871ca5cf95f",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-03-03T05:52:27.994+00:00",
  "company": {
    "name": "Cloudflare",
    "domain": "cloudflare.com"
  },
  "data": {
    "detail": "The company is making a strategic investment in specialized hardware (GPUs) to expand its network capabilities for AI applications. This indicates a dedicated budget for AI-related infrastructure and presents an opportunity for vendors supporting large-scale hardware deployments and management.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Cloudflare is deploying GPUs across its global network to support AI workloads.",
    "excerpts": "our ongoing deployment of graphics processing units (GPUs) across our global network of servers, which will help our customers build performant AI into their applications natively.",
    "relevance": 0.7,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1477333/000147733326000016/cloud-20251231.htm",
    "filing_date": "2026-02-26",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "technologies_mentioned": [
      "AI",
      "GPUs",
      "serverless"
    ]
  }
}

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