Veytics Intelligence
2026-09-25 · Yahoo

Do Cloudflare’s (NET) New AI Crawler Controls Quietly Strengthen Its Data-Moat Narrative?

In September 2026, Cloudflare, Inc. launched new AI crawling controls, including a "Disallow AI Training" setting and an Accountable designation for AI crawlers, giving website owners granular control over search, AI training, and AI agents while keeping them visible in search results. A key innovation is Cloudflare's Bot Preference Sync and accountability criteria, which standardize how websites express AI access preferences across major crawlers like Apple, Google, and Microsoft, aligning with emerging open standards work at the IETF. We'll now assess how Cloudflare's new AI access controls and Accountable crawler designation could influence its broader investment narrative and outlook. The future of work is here.

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