{"id":14564,"date":"2026-05-10T11:32:47","date_gmt":"2026-05-10T04:32:47","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/10\/cloudflare-cat-giam-nhan-su-vi-ai-trong-boi-canh-doanh-thu-ky-luc\/"},"modified":"2026-05-10T11:32:47","modified_gmt":"2026-05-10T04:32:47","slug":"cloudflare-cat-giam-nhan-su-vi-ai-trong-boi-canh-doanh-thu-ky-luc","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/05\/10\/cloudflare-cat-giam-nhan-su-vi-ai-trong-boi-canh-doanh-thu-ky-luc\/","title":{"rendered":"Cloudflare c\u1eaft gi\u1ea3m nh\u00e2n s\u1ef1 v\u00ec AI trong b\u1ed1i c\u1ea3nh doanh thu k\u1ef7 l\u1ee5c"},"content":{"rendered":"
\n

Cloudflare v\u1eeba gia nh\u1eadp danh s\u00e1ch c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 \u0111ang th\u1ef1c hi\u1ec7n nh\u1eefng thay \u0111\u1ed5i nh\u00e2n s\u1ef1 \u0111\u1ea7y t\u00e1o b\u1ea1o trong k\u1ef7 nguy\u00ean tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o. D\u00f9 v\u1eeba c\u00f4ng b\u1ed1 b\u00e1o c\u00e1o t\u00e0i ch\u00ednh qu\u00fd I\/2026 v\u1edbi m\u1ee9c doanh thu \u0111\u1ea1t k\u1ef7 l\u1ee5c 639,8 tri\u1ec7u USD, t\u0103ng tr\u01b0\u1edfng 34% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, c\u00f4ng ty v\u1eabn \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh sa th\u1ea3i 1.100 nh\u00e2n vi\u00ean, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 20% t\u1ed5ng s\u1ed1 lao \u0111\u1ed9ng. \u0110\u00e2y l\u00e0 c\u1ed9t m\u1ed1c l\u1ecbch s\u1eed \u0111\u1ed1i v\u1edbi Cloudflare sau 16 n\u0103m h\u00ecnh th\u00e0nh v\u00e0 ph\u00e1t tri\u1ec3n, \u0111\u00e1nh d\u1ea5u m\u1ed9t b\u01b0\u1edbc ngo\u1eb7t v\u1ec1 c\u00e1ch v\u1eadn h\u00e0nh c\u1ee7a m\u1ed9t doanh nghi\u1ec7p trong k\u1ef7 nguy\u00ean c\u1ee7a c\u00e1c t\u00e1c nh\u00e2n AI (agentic AI).<\/p>\n

\n \"Cloudflare
\u1ea2nh t\u1eeb ngu\u1ed3n: techcrunch.com<\/em><\/figcaption><\/figure>\n

S\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a l\u00e0n s\u00f3ng sa th\u1ea3i v\u00ec AI t\u1ea1i Cloudflare<\/h2>\n

Th\u1ef1c t\u1ebf cho th\u1ea5y m\u1ed9t ngh\u1ecbch l\u00fd l\u00e0 trong khi doanh thu \u0111\u1ea1t \u0111\u1ec9nh, c\u00f4ng ty v\u1eabn ch\u1ea5p nh\u1eadn m\u1ee9c l\u1ed7 62 tri\u1ec7u USD, t\u0103ng nh\u1eb9 so v\u1edbi m\u1ee9c 53,2 tri\u1ec7u USD c\u1ee7a n\u0103m tr\u01b0\u1edbc \u0111\u00f3. Tuy nhi\u00ean, CEO Matthew Prince kh\u1eb3ng \u0111\u1ecbnh vi\u1ec7c c\u1eaft gi\u1ea3m 1.100 nh\u00e2n s\u1ef1 n\u00e0y kh\u00f4ng ph\u1ea3i l\u00e0 m\u1ed9t gi\u1ea3i ph\u00e1p c\u1eaft gi\u1ea3m chi ph\u00ed thu\u1ea7n t\u00fay hay \u0111\u00e1nh gi\u00e1 hi\u1ec7u su\u1ea5t c\u00e1 nh\u00e2n. Thay v\u00e0o \u0111\u00f3, \u0111\u00e2y l\u00e0 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ecbnh ngh\u0129a l\u1ea1i c\u1ea5u tr\u00fac c\u1ee7a m\u1ed9t c\u00f4ng ty t\u0103ng tr\u01b0\u1edfng cao. B\u1ea3n ch\u1ea5t c\u1ee7a s\u1ef1 thay \u0111\u1ed5i n\u00e0y n\u1eb1m \u1edf n\u0103ng su\u1ea5t lao \u0111\u1ed9ng \u0111\u1ed9t ph\u00e1 m\u00e0 c\u00e1c c\u00f4ng c\u1ee5 AI mang l\u1ea1i. Prince m\u00f4 t\u1ea3 vi\u1ec7c \u00e1p d\u1ee5ng AI n\u1ed9i b\u1ed9 gi\u1ed1ng nh\u01b0 chuy\u1ec3n t\u1eeb vi\u1ec7c s\u1eed d\u1ee5ng tua v\u00edt th\u1ee7 c\u00f4ng sang m\u00e1y v\u1eb7n v\u00edt \u0111i\u1ec7n, gi\u00fap nh\u00e2n vi\u00ean \u0111\u1ea1t hi\u1ec7u su\u1ea5t cao h\u01a1n t\u1eeb 2 \u0111\u1ebfn 100 l\u1ea7n.<\/p>\n

Trong c\u1ea5u tr\u00fac v\u1eadn h\u00e0nh m\u1edbi, g\u1ea7n nh\u01b0 to\u00e0n b\u1ed9 \u0111\u1ed9i ng\u0169 nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D) c\u1ee7a Cloudflare hi\u1ec7n \u0111ang s\u1eed d\u1ee5ng n\u1ec1n t\u1ea3ng Workers c\u1ee7a ch\u00ednh c\u00f4ng ty \u0111\u1ec3 x\u00e2y d\u1ef1ng ph\u1ea7n m\u1ec1m v\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a AI. \u0110\u00e1ng ch\u00fa \u00fd, 100% m\u00e3 ngu\u1ed3n \u0111\u01b0\u1ee3c t\u1ea1o ra theo c\u00e1ch n\u00e0y \u0111\u1ec1u \u0111\u01b0\u1ee3c ki\u1ec3m duy\u1ec7t b\u1edfi c\u00e1c t\u00e1c nh\u00e2n AI t\u1ef1 \u0111\u1ed9ng. Khi c\u00e1c k\u1ef9 s\u01b0 v\u00e0 nh\u00e2n vi\u00ean v\u0103n ph\u00f2ng \u1edf m\u1ecdi b\u1ed9 ph\u1eadn t\u1eeb nh\u00e2n s\u1ef1, t\u00e0i ch\u00ednh \u0111\u1ebfn marketing \u0111\u1ec1u ch\u1ea1y h\u00e0ng ng\u00e0n phi\u00ean l\u00e0m vi\u1ec7c v\u1edbi AI m\u1ed7i ng\u00e0y, nhu c\u1ea7u v\u1ec1 l\u1ef1c l\u01b0\u1ee3ng nh\u00e2n s\u1ef1 h\u1ed7 tr\u1ee3 truy\u1ec1n th\u1ed1ng \u0111\u00e3 gi\u1ea3m \u0111i r\u00f5 r\u1ec7t. Nh\u1eefng vai tr\u00f2 n\u00e0y kh\u00f4ng c\u00f2n ph\u00f9 h\u1ee3p v\u1edbi l\u1ed9 tr\u00ecnh ph\u00e1t tri\u1ec3n trong t\u01b0\u01a1ng lai m\u00e0 Cloudflare h\u01b0\u1edbng t\u1edbi.<\/p>\n

Khi hi\u1ec7u su\u1ea5t tr\u1edf th\u00e0nh ti\u00eau chu\u1ea9n m\u1edbi cho s\u1ef1 t\u1ed3n t\u1ea1i<\/h2>\n

Nh\u00ecn s\u00e2u v\u00e0o b\u1ea3n ch\u1ea5t c\u1ee7a qu\u00e1 tr\u00ecnh t\u00e1i c\u01a1 c\u1ea5u n\u00e0y, Cloudflare kh\u00f4ng h\u1ec1 d\u1eebng l\u1ea1i vi\u1ec7c tuy\u1ec3n d\u1ee5ng. Tr\u00e1i l\u1ea1i, l\u00e3nh \u0111\u1ea1o c\u00f4ng ty cho bi\u1ebft h\u1ecd s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u1ea7u t\u01b0 v\u00e0o con ng\u01b0\u1eddi, nh\u01b0ng l\u00e0 nh\u1eefng ng\u01b0\u1eddi c\u00f3 kh\u1ea3 n\u0103ng l\u00e0m ch\u1ee7 c\u00e1c c\u00f4ng c\u1ee5 AI \u0111\u1ec3 t\u1ed1i \u01b0u h\u00f3a n\u0103ng su\u1ea5t. S\u1ef1 thay \u0111\u1ed5i nh\u00e2n s\u1ef1 l\u1ea7n n\u00e0y gi\u1ed1ng nh\u01b0 vi\u1ec7c thanh l\u1ecdc b\u1ed9 m\u00e1y \u0111\u1ec3 b\u01b0\u1edbc v\u00e0o m\u1ed9t giai \u0111o\u1ea1n v\u1eadn h\u00e0nh m\u1edbi, n\u01a1i m\u00e0 c\u00e1c t\u00e1c nh\u00e2n AI th\u1ef1c hi\u1ec7n nh\u1eefng t\u00e1c v\u1ee5 l\u1eb7p l\u1ea1i, gi\u1ea3i ph\u00f3ng nh\u00e2n vi\u00ean cho nh\u1eefng t\u01b0 duy chi\u1ebfn l\u01b0\u1ee3c ph\u1ee9c t\u1ea1p h\u01a1n. \u0110\u00e2y kh\u00f4ng ph\u1ea3i l\u00e0 l\u1ea7n \u0111\u1ea7u ti\u00ean ch\u00fang ta th\u1ea5y s\u1ef1 mong manh c\u1ee7a ph\u00fac l\u1ee3i c\u00f4ng ngh\u1ec7 trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng c\u1ea1nh tranh gay g\u1eaft, t\u01b0\u01a1ng t\u1ef1 nh\u01b0 c\u00e1ch c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn kh\u00e1c ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng v\u1ea5n \u0111\u1ec1 \u0111\u1ec1n b\u00f9 sa th\u1ea3i Oracle v\u00e0 s\u1ef1 mong manh c\u1ee7a ph\u00fac l\u1ee3i c\u00f4ng ngh\u1ec7 trong qu\u00e1 kh\u1ee9.<\/p>\n

H\u01a1n n\u1eefa, s\u1ef1 thay \u0111\u1ed5i n\u00e0y \u0111\u1eb7t ra c\u00e2u h\u1ecfi l\u1edbn v\u1ec1 c\u00e1ch c\u00e1c doanh nghi\u1ec7p c\u00f4ng ngh\u1ec7 c\u00e2n b\u1eb1ng gi\u1eefa t\u0103ng tr\u01b0\u1edfng doanh thu v\u00e0 qu\u1ea3n tr\u1ecb ngu\u1ed3n nh\u00e2n l\u1ef1c. D\u00f9 doanh thu t\u0103ng m\u1ea1nh, vi\u1ec7c ch\u01b0a \u0111\u1ea1t l\u1ee3i nhu\u1eadn \u1ed5n \u0111\u1ecbnh khi\u1ebfn Cloudflare ph\u1ea3i ch\u1ecbu \u00e1p l\u1ef1c t\u1eeb c\u00e1c c\u1ed5 \u0111\u00f4ng. Tuy nhi\u00ean, v\u1edbi 2,5 t\u1ef7 USD trong danh m\u1ee5c ngh\u0129a v\u1ee5 hi\u1ec7u n\u0103ng c\u00f2n l\u1ea1i (RPO), c\u00f4ng ty v\u1eabn gi\u1eef v\u1eefng ni\u1ec1m tin v\u00e0o t\u1ea7m nh\u00ecn chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a m\u00ecnh. M\u1ecdi s\u1ef1 thay \u0111\u1ed5i trong c\u00e1ch th\u1ee9c v\u1eadn h\u00e0nh, d\u00f9 g\u00e2y ra nh\u1eefng t\u1ed5n th\u1ea5t ng\u1eafn h\u1ea1n v\u1ec1 m\u1eb7t nh\u00e2n s\u1ef1, \u0111\u1ec1u \u0111\u01b0\u1ee3c ban l\u00e3nh \u0111\u1ea1o coi l\u00e0 c\u1ea7n thi\u1ebft \u0111\u1ec3 c\u00f4ng ty “tr\u1edf n\u00ean fit h\u01a1n” trong m\u1ed9t cu\u1ed9c \u0111ua \u0111\u01b0\u1eddng d\u00e0i, gi\u1ed1ng nh\u01b0 c\u00e1ch m\u00e0 c\u00e1c t\u1eadp \u0111o\u00e0n kh\u00e1c \u0111ang ch\u1eadt v\u1eadt trong cu\u1ed9c chi\u1ebfn gi\u00e0nh gi\u1eadt th\u1eddi gian ng\u01b0\u1eddi d\u00f9ng c\u1ee7a Prime Video Clips.<\/p>\n

\u0110\u00e1ng ch\u00fa \u00fd, CEO Matthew Prince c\u0169ng tin t\u01b0\u1edfng r\u1eb1ng \u0111\u1ebfn n\u0103m 2027, t\u1ed5ng s\u1ed1 nh\u00e2n vi\u00ean c\u1ee7a Cloudflare c\u00f3 th\u1ec3 s\u1ebd v\u01b0\u1ee3t qua m\u1ecdi th\u1eddi \u0111i\u1ec3m trong n\u0103m 2026. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y c\u00f4ng ty kh\u00f4ng c\u00f3 \u00fd \u0111\u1ecbnh thu h\u1eb9p quy m\u00f4, m\u00e0 thay v\u00e0o \u0111\u00f3 l\u00e0 m\u1ed9t cu\u1ed9c chuy\u1ec3n d\u1ecbch c\u1ea5u tr\u00fac m\u1ea1nh m\u1ebd. S\u1ef1 ki\u1ec7n n\u00e0y l\u00e0 m\u1ed9t m\u1ea3nh gh\u00e9p quan tr\u1ecdng trong b\u1ee9c tranh t\u1ed5ng th\u1ec3 v\u1ec1 l\u00e0n s\u00f3ng \u1ee9ng d\u1ee5ng AI v\u00e0o th\u1ef1c t\u1ebf s\u1ea3n xu\u1ea5t c\u1ee7a ng\u00e0nh c\u00f4ng ngh\u1ec7 M\u1ef9, n\u01a1i m\u00e0 s\u1ef1 ti\u1ebfn b\u1ed9 v\u1ec1 thu\u1eadt to\u00e1n \u0111ang tr\u1ef1c ti\u1ebfp thay \u0111\u1ed5i DNA c\u1ee7a c\u00e1c t\u1eadp \u0111o\u00e0n t\u1ef7 \u0111\u00f4.<\/p>\n

B\u00e0i vi\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c bi\u00ean t\u1eadp l\u1ea1i t\u1eeb ngu\u1ed3n: techcrunch.com<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Cloudflare v\u1eeba gia nh\u1eadp danh s\u00e1ch c\u00e1c t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 \u0111ang th\u1ef1c hi\u1ec7n nh\u1eefng thay \u0111\u1ed5i nh\u00e2n s\u1ef1 \u0111\u1ea7y t\u00e1o b\u1ea1o trong k\u1ef7 nguy\u00ean tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o. D\u00f9 v\u1eeba c\u00f4ng b\u1ed1 b\u00e1o c\u00e1o t\u00e0i ch\u00ednh qu\u00fd I\/2026 v\u1edbi m\u1ee9c doanh thu \u0111\u1ea1t k\u1ef7 l\u1ee5c 639,8 tri\u1ec7u USD, t\u0103ng tr\u01b0\u1edfng 34% so v\u1edbi c\u00f9ng […]<\/p>\n","protected":false},"author":1,"featured_media":14562,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[39],"tags":[],"class_list":["post-14564","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chung-khoang-my-va-pho-wall"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14564","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=14564"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/14564\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/14562"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=14564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=14564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=14564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}