Getting GPUs is half the battle.
The other half is making the economics work.
Cheap GPU hours aren’t enough if capacit | Hanami
Getting GPUs is half the battle.
The other half is making the economics work.
Cheap GPU hours aren’t enough if capacity sits idle, inference costs destroy margins, or switching providers is prohibitively expensive.
Builders need compute that scales with demand, and the freedom to leave when it stops.
Access gets you started. Orchestration keeps you competitive.
https://io.net/blog/the-state-of-ai-cloud-infrastructure(Historical earnings: For 2026Q2 (period ended 2026-06-30), Cloudflare reported basic and diluted EPS of -0.55, net income of -USD 0.193 billion, and revenue of USD 1.336 billion.
Consensus expectations: For the next upcoming period 2026Q3 (event date 2026-11-05), consensus EPS is 0.02 and consensus revenue is USD 0.745 billion.)