Cloudflare Helps End the Search-or-AI-Training Tradeoff
Yahoo Finance ·
On September 15, 2026, Cloudflare (NYSE: NET) launched new controls enabling website owners to independently manage search visibility and artificial intelligence training. Previously, blocking AI training meant sacrificing search traffic from crawlers lacking granular controls. Now, publishers can use Disallow AI Training to refuse model training while remaining fully accessible in search results. Apple, Google, and Microsoft have been designated as Accountable after meeting Cloudflare's strict criteria, which include options to opt out of AI training and AI-generated summaries without hurting search rankings. Mixed-use crawlers currently comprise 36.6% of verified crawler traffic on Cloudflare's network, while 17% of site owners restrict AI training. Cloudflare is replacing its legacy Block AI Bots switch with three independent settings for search, training, and AI agents, alongside a new Bot Preference Sync feature to automate crawler preferences seamlessly.
AI 시장 분석
Cloudflare has launched a new control feature that allows website owners to independently manage search visibility and AI training. Major tech giants including Apple, Google, and Microsoft have met the requirements for designating trusted crawlers or provided reasonable timelines. This measure is expected to protect content providers' rights and enhance transparency in the AI ecosystem.
상승 영향
- AI — Big tech companies such as Apple, Google, and Microsoft have met transparent crawling standards, enabling stable AI training data acquisition and ecosystem cooperation.
- Cybersecurity — Cloudflare (NET) will strengthen its leadership in the web traffic control and bot management market, enhancing platform value and profitability.
하락 영향
- Software — If website owners reaching 17% participate in denying AI training, the data pool for AI model training could shrink.
DYAX 전담 분석
Uncertainty in the web ecosystem has been significantly resolved by addressing the mixed crawler problem, which accounts for 36.6% of verified crawler traffic on Cloudflare's network. With 17% of website owners restricting AI training, the ability to exercise the right to refuse training without losing search visibility will reshape content valuation standards.
The bull case is that transparent AI data collection systems by tech giants will alleviate copyright conflicts and accelerate related infrastructure investments. The bear case is the risk of slower model advancement speeds due to limited acquisition of large-scale AI training data, and future trends in traffic changes per website and AI summary opt-out rates must be monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 35% · Bearish (Short) 65%
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