The Cloudflare Math: 1,100 Jobs Out, 600 Percent AI Usage In, and the Infrastructure-Layer Workforce Reset
Cloudflare cut 1,100 employees - 20 percent of its workforce - in May 2026 while posting record $639.8M quarterly revenue and reporting internal AI usage up 600 percent in three months. The two numbers tell the same story. Here is what infrastructure-layer companies are now solving for.