Cloudflare IncNET
▲ PositiveDemandrelevance
SMB IT spending growth and AI adoption could increase demand for Cloudflare's services
Small and medium business IT spending has overtaken that of large enterprises, Pax8 CEO Scott Chasin said during a fireside chat at Pax8 Beyond 2026 in Salt Lake City. He attributed the shift largely to a wave of AI-native businesses entering the market. Chasin also highlighted that agentic AI deployment in SMBs remains a massive, largely untapped opportunity, with only 90,000 to 100,000 managed service providers serving about 400 million SMBs worldwide.
Cloudflare IncSMB IT spending growth and AI adoption could increase demand for Cloudflare's services
Verizon Communications Inc
Microsoft CorporationSMB IT spending growth and AI adoption could increase demand for Microsoft's cloud and AI products
BAE Systems plc
Crowdstrike Holdings Inc