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Cloudflare 可能是下一个英伟达 Cloudflare 正在成为所有的 AI 网络基础设施 最近发布了好多全是针对AI访问网站的产品和工具... 昨晚盘后股价涨了16%

Introducing Kitesurf: a browser built for agents, running entirely on Cloudflare Workers. Chromium is too heavy to hand every agent one. Kitesurf is written in Rust, uses 3-7x less CPU and memory, and spins up per request. Free in beta:

【新课预告】很多 AI 编程新手都有一个顾虑，用 AI 编程其实是为了开发自己和团队使用的小工具，肯定需要部署上线，又担心上线之后被别人盗刷积分和数据安全。 那这个时候，如何开发一个专属于自己小团队、不允许别人访问，而且不用担心被黑客攻击的网站呢？ 本期教程我们就教大家如何基于 Cloudflare Zero Trust + Codex 来部署这样一个产品。让你不用担心自己的数据和产品的隐私安全，打造一个专属于你和你们团队的业务。 本期教程周日在AI编程实战课里面发布，欢迎大家加入学习：

🎉 重磅！赛博菩萨 Cloudflare 又又又放大招！ Cloudflare 开源 Cloudflare OS：面向企业的开放式 AI 代理与工作空间平台 产品定位： Cloudflare OS 是一个将 AI 代理与企业内部生态深度结合的系统。它允许非技术员工通过自然语言，在浏览器中调动公司的专属知识库、业务流程和后台系统，从而自动化完成日常工作 通俗点说，有了 Cloudflare OS： 👉 它是懂公司的 AI：注入了你们公司的专业术语、标准流程和知识库 👉 它是能干活的 AI：你可以直接对它说：“帮我查一下上个月的 bug 数据，做个可视化看板。” 它就会自己去后台调数据，直接在网页里给你把这个看板 App 活生生地做出来 👉 它是安全的 AI：严格遵循权限管理。AI 看了敏感数据，就会把权限带进生成的文档里，没权限的同事绝对看不到，老板再也不用担心 API 密钥和数据泄露 而且，它今天开源了！任何公司都可以免费部署一套属于自己的！ 赛博菩萨，名不虚传！🙏🏻

Today we are releasing Cloudflare OS, a chatbot with connectors, just like every other tech company is doing. Except actually, it's different. This is a remake of Sandstorm[.]io, my startup from 10 years ago, except this time built on Cloudflare Workers (the platform I've spent the last 9 years building) and deeply leveraging AI. This is more or less the culmination of my secret 10-year master plan. This is a full-on personal app vibe coding platform, in which the sandbox is so secure that you can pretty much go wild -- the AI cannot introduce a significant security bug. We believe a company's security team can feel comfortable giving non-technical users permission to vibe code and then sleep soundly at night. How is that possible? It's the Sandstorm security model, revisited. A "Gadget" is the same thing as a Sandstorm "Grain": a fine-grained app instance. For example, if you have a document editor app, each document runs as a separate instance of the app, in a separate sandbox (one "Gadget"). This means two things, both of which I think are Big Deals: 1. The platform can manage all access control, by controlling who can access the Gadget at all. There is no way the Gadget can accidentally leak itself to an attacker -- even an attacker who has access to other Gadgets based on the same app. 2. Since everyone is running their own copy of the code, everyone can freely *modify* their copy of the code. Think about #2# a bit more. What if, when you wanted a new feature in the software you are using, you could just prompt your agent to add it? This doesn't work in the cloud Software-as-a-Service model, because you are not running your own copy of the app. Sandstorm tried to change that 10 years ago, but the world wasn't ready, because not enough people had the skills or patience to actually modify their software. AI has changed that. Now you just ask the agent -- the same agent that you are using to help you interact with the Gadget can also modify the code of the Gadget. And it is so fun.

本周财报季释放了一个很明确的信号：业绩超预期只是及格，上调指引才有溢价。 AMD业绩不错，股价照样下跌；PLTR、Arista和Shopify同时交出强业绩与强指引，才获得信心支持。 指数很强，个股已经开始分化，接下来真正影响纳指的，主要看三件事。 今晚看闪迪 市场预计闪迪EPS约33到34美元，已经高于公司此前给出的30到33美元指引。 NAND涨价、AI数据中心需求和企业级SSD增长，基本都被提前交易了，今晚重点不是业绩能不能超预期，而是下一季度指引能不能继续上调。 如果业绩和指引都强，资金可能继续流向美光MU和整个存储链；如果只是达到预期，闪迪可能复制AMD的走势，基本面没问题，股价先兑现利润。 周四看Cloudflare Cloudflare是观察AI软件情绪的重要样本。 市场预计其季度营收约6.64亿到6.65亿美元，NET近期涨幅不小，估值也不便宜，单纯超预期可能不够，全年指引必须跟上。 如果Cloudflare也出现“业绩不错，指引一般”，高估值软件股会继续承压。 周五看就业数据 市场预计美国7月新增就业约8万，失业率维持4.2%。 就业温和降温，对纳指最有利，数据过热会推高利率预期，压制科技股估值；数据突然大幅走弱，又可能引发衰退担忧。 我的判断是，纳指本周更可能维持高位震荡，整体偏强，但个股分化会继续扩大。 现在的美股已经不是普涨行情，能上调指引的继续涨，只能兑现预期的开始掉队。 以上就是这周的几个重大事件会影响纳指走势的，总之就会高位冲刺，风险大于收益，高空为主懂了不！！！

自建图床得把 Telegram、Discord、R2、S3、WebDAV 这些存储后端、文件管理和 API 挨个拼起来，CloudFlare-ImgBed 这个项目把整套打包好，部署完直接能用。 基于 Cloudflare 与 Docker 的开源文件托管方案，同时覆盖图床、安全文件存储和私有云盘三种用途。

I just reserved my Cloudflare Wallet tag: Reserve yours now at Cloudflare推出Cloudflare Wallets， 目前仅开放用户名预留，完整功能未来几个月上线。