Cloudflare (NYSE:NET) and Deutsche Telekom announced a new partnership to expand enterprise security and connectivity services across Europe. Deutsche Telekom plans to offer Cloudflare's security and connectivity products to its enterprise customers through its existing sales and service channels. The collaboration includes solutions designed for European corporates running AI workloads and other data intensive applications. This new Cloudflare and Deutsche Telekom enterprise partnership in Europe is worth weighing alongside the rest of our assessment. We have also flagged 1 warning sign for Cloudflare. For a broader view of how infrastructure providers are positioning around AI demand, it is worth looking closely at 88 AI infrastructure stocks.
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