Cloudflare outlined its vision for the internet in the age of AI agents and announced that its Japan business delivered rapid growth in the second quarter of 2026. The company is also pursuing new opportunities in infrastructure, content and security in tandem with the spread of AI agents.
Cloudflare Japan outlined its vision for the future of the internet in the age of AI agents and introduced its latest product lineup. AI agents operate 24 hours a day and autonomously perform tasks, leading the company to conclude that the internet’s central actors will shift from humans to AI agents.
In the latest overview of its Japan business, annual contract value in the second quarter of 2026 grew 120% year on year, while the number of contracted deals doubled. Contract value from new customers grew 95%, the number of new deals grew 150%, contract value through partners grew 257%, and the number of deals through partners grew 151%.
The company said the spread of AI agents will transform the structure of the internet and indicated that the number of generative AI users is expected to reach 1 billion in roughly 2.5 years. Data from Cloudflare Radar showed that bots account for approximately 60% of access to HTML content intended for humans, while traffic from AI agents surged by more than 1,700% from June 2025 through the end of May 2026.