# Who does Cloudflare pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/cloudflare · Facet: suppliers · Updated: 2026-07-12T08:23:07.86259+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Cloudflare's confirmed suppliers/cost counterparties include NVIDIA plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 cost edges, backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

### NVIDIA (mid)  → /nvidia.md
- note: Deploys NVIDIA GPUs across 180+ cities for the edge-inference network — the cost axis of inference capacity, where GPU sourcing and power drive Workers AI margin.
- [confirms] Nasdaq (EN, research, published 2026-02-01) https://www.nasdaq.com/articles/can-cloudflares-edge-ai-inference-reshape-cost-economics: "NVIDIA GPUs for the edge-inference network (180+ cities)."
- [confirms] Cloudflare (EN, filing, published 2024-09-01) https://www.cloudflare.com/press/press-releases/2024/cloudflare-enhances-ai-inference-platform-with-powerful-gpu-upgrade/: "NVIDIA GPUs for the edge-inference network (180+ cities)."

### 네트워크·데이터센터 (비공개) (low)
- note: Runs its own global network and datacenters to avoid renting from hyperscalers — this capital-intensive structure is the source of its cost/latency moat and also a fixed-cost burden.
- [confirms] Nasdaq (EN, research, published 2026-02-01) https://www.nasdaq.com/articles/can-cloudflares-edge-ai-inference-reshape-cost-economics: "Own global network and datacenters (avoiding hyperscaler costs)."

### R&D·인력 (비공개) (low)
- note: Rust-based inference engine and R&D — the technology axis setting edge-inference performance and efficiency (undisclosed).
- [confirms] HostingJournalist (EN, news, published 2026-02-01) https://hostingjournalist.com/news/cloudflare-revenue-jumps-34-as-ai-edge-strategy-expands: "Rust inference engine and R&D."

Reverse side: https://valuechain.wiki/cloudflare/customers.md · Ripple: https://valuechain.wiki/cloudflare/ripple.md

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Full node: https://valuechain.wiki/cloudflare.md · JSON: https://valuechain.wiki/cloudflare.json