Key Takeaways Cloudflare appears the safer CDN bet, backed by broader products and AI-driven growth engines.NET serves roughly 80% of leading AI firms, with security driving long-term commitments.Fastly is growing security revenues and AI features, but faces a 2026 convertible notes maturity.Cloudflare (NET) and Fastly (FSLY) are both leading the content delivery network (CDN) space. While Cloudflare focuses on a global expansion strategy, Fastly focuses on a high-performance, programmable content delivery ...