Who Cloudflare buys from and sells to
Runs a global edge network selling CDN, DDoS protection, zero-trust access and serverless compute.
Part of Cybersecurity spending
Buys from 4
- EquinixEQIXcolocation space for edge points of presence
- AMDAMDEPYC processors in the edge servers
- NVIDIANVDAGPUs for Workers AI inference at the edge
- Internet service providerstransit and peering that carry the traffic
Sells to 2
- Enterprisessecurity and performance subscriptions
- Developers and small sitespay-as-you-go plans and Workers compute
Where the chain could break
- A bad config push takes down a large slice of the web at once (Nov 2025 outage)
- Hundreds of PoPs sit in third-party colocation and depend on ISP peering
Competes with
- AkamaiAKAMCDN and DDoS protection
- FastlyFSLYedge delivery and compute
- ZscalerZSzero-trust access
- AmazonAMZNCloudFront and AWS Shield
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.