Cloudflare could really shake things up on the ML side of things. The egress costs and GPU prices on AWS and GPC make them a nonstarter for most companies, forcing people to rack their own hardware.
A lot of ML startups end up buying hardware for training because they can get a GPU for what it would cost them to rent it for 2 months on GCP/AWS.
That being said, I certainly wouldn't mind seeing AWS and Cloudflare get into a price war that lowered egress prices.