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北京时间·🕒 发布 21:00:00(美东 09:00)·⟳ 抓取 21:04:09·⚡ 决策 08-04 21:05:52 +1m43s·83.7 天前

Cloudflare发布面向AI代理的身份与支付钱包工具

Cloudflare自家发布Cloudflare Wallets与cloudflare.pay,方向上有助于完善AI代理商业化基础设施。

📄 原文NET↗ 原文
Cloudflare Gives AI Agents an Identity and a Wallet
New tools mean businesses will be able to see who's behind an AI agent, and those agents will be able to pay for things…
不做 Cloudflare(NET.US)
不做:Cloudflare自家产品发布未披露金额、客户采购承诺或收入增量,完整功能仍在未来数月开放,属于大市值主标的软催化,短线无足够edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 low ↗

关键理由

  • Cloudflare自家发布Cloudflare Wallets与cloudflare.pay,方向上有助于完善AI代理商业化基础设施。
  • 公告未披露客户采购、收费模式、收入分成、订单金额或上线后的可量化收入增量,完整钱包能力仍需数月后开放。
  • 对Cloudflare这类大市值主标的而言,该事件更像产品路线图与品牌叙事更新,短线市值级重定价证据不足。

主要风险

  • 若后续披露大型平台客户采用、交易量分成或明确商业化收入指引,事件性质需要重新评估。
  • AI代理支付主题可能带来盘前情绪波动,但本条本身缺少可回测的基本面增量。

原文全文

展开原文 · 7,154 字
New tools mean businesses will be able to see who's behind an AI agent, and those agents will be able to pay for things safely on their owner's behalf
SAN FRANCISCO--(BUSINESS WIRE)--
Cloudflare, Inc.
(NYSE: NET), the leading connectivity cloud company, today announced Cloudflare Wallets and
cloudflare.pay
to give AI agents deployed on Cloudflare a stable identity and the ability to make purchases online safely within limits set by their human creators. Now, for the first time, buyers and sellers will have the foundational building blocks they need to participate in agentic commerce with confidence—knowing who they're dealing with and transacting with, securely at every step.
AI agents—software programs that browse websites, query APIs, and make purchases autonomously—are becoming a normal part of doing business online. But the Internet was built for humans, not agents. When an agent visits a site to buy something or sign up for a free trial, the business on the other end has no reliable way to tell whether it's a real customer's assistant or a bad actor gaming the system. Older tools for detecting bots were built for search crawlers, not agents that transact on behalf of real people and companies. As a result, businesses are stuck choosing between locking everything down or taking their chances. Neither works at scale.
“The Internet is shifting from human-driven browsing to agent-driven commerce, and the infrastructure needs to keep up," said Matthew Prince, co-founder and CEO of Cloudflare. “When an agent shows up at your door, you need to know who sent it. Cloudflare can give agents a face—a link to the human or organization that owns them—so that trust, accountability, and real commerce can follow. It's the identity and payment infrastructure the agentic web needs to function.”
Cloudflare Wallets and cloudflare.pay will address the identity and payment problem together. First, Cloudflare accounts will get a unique web address that works as a stable ID. Users will be able to extend identity to specific agents, so any business receiving a request can see exactly who authorized it. Second, a Cloudflare “Account Wallet” will work like a central balance. It will be able to receive, hold, and manage stablecoins. From there, users will be able to assign “Virtual Wallets” to individual agents that the agents can spend on online resources. These Virtual Wallets will have guardrails built in from the start: Users will be free to define a spending cap, an approved merchant list, and even a maximum transaction size the agent cannot exceed on its own. Paired with the
Monetization Gateway
, Cloudflare Wallets and IDs will complete the two-sided agentic payment market.
Cloudflare Wallet handle reservation opens today. Full wallet access, including onramping and offramping funds and the ability to issue Virtual Wallets, will be available in the coming months. To claim a handle and be notified when access opens, visit
cloudflare.pay
and learn more on the Cloudflare blog below:
Blog:
Announcing Cloudflare Wallets: The programmable wallet for the agentic Interne
t
About Cloudflare
Cloudflare, Inc. (NYSE: NET) is the leading connectivity cloud company. It empowers organizations to make their employees, applications and networks faster and more secure everywhere, while reducing complexity and cost. Cloudflare’s connectivity cloud delivers the most full-featured, unified platform of cloud-native products and developer tools, so any organization can gain the control they need to work, develop, and accelerate their business.
Powered by one of the world’s largest and most interconnected networks, Cloudflare blocks billions of threats online for its customers every day. It is trusted by millions of organizations – from the largest brands to entrepreneurs and small businesses to nonprofits, humanitarian groups, and governments across the globe.
Learn more about Cloudflare’s connectivity cloud at
cloudflare.com/connectivity-cloud
. Learn more about the latest Internet trends and insights at
radar.cloudflare.com
.
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Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risks and uncertainties. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expect,” “explore,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” or the negative of these words, or other similar terms or expressions that concern Cloudflare’s expectations, strategy, plans, or intentions. However, not all forward-looking statements contain these identifying words. Forward-looking statements expressed or implied in this press release include, but are not limited to, statements regarding the capabilities and effectiveness of Agent Cloud and Cloudflare’s other products and technology, the benefits to Cloudflare’s customers from using Agent Cloud and Cloudflare’s other products and technology, the timing of when Agent Cloud or any of its related features will be generally available to all current and potential Cloudflare customers, the timing of when Agent Cloud or any of its related features will be developed and available in beta form, or generally available, to all current and potential Cloudflare customers, Cloudflare’s technological development, future operations, growth, initiatives, or strategies, and comments made by Cloudflare’s CEO and others. Actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to, risks detailed in Cloudflare’s filings with the Securities and Exchange Commission (SEC), including Cloudflare’s Quarterly Report on Form 10-Q filed on May 8, 2026, as well as other filings that Cloudflare may make from time to time with the SEC.
The forward-looking statements made in this press release relate only to events as of the date on which the statements are made. Cloudflare undertakes no obligation to update any forward-looking statements made in this press release to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law. Cloudflare may not actually achieve the plans, intentions, or expectations disclosed in Cloudflare’s forward-looking statements, and you should not place undue reliance on Cloudflare’s forward-looking statements.
© 2026 Cloudflare, Inc. All rights reserved. Cloudflare, the Cloudflare logo, and other Cloudflare marks are trademarks and/or registered trademarks of Cloudflare, Inc. in the U.S. and other jurisdictions. All other marks and names referenced herein may be trademarks of their respective owners.
Cloudflare, Inc.
Daniella Vallurupalli
Vice President, Head of Global Communications
press@cloudflare.com
Source: Cloudflare, Inc.

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