I'm just speculating but cloud hosting might be their next big leap if they go that route? They've already got a domain registrar and other interesting services.

I doubt that. But we do have a very large network that keeps expanding and expanding...

Maybe not yet, but I could see you guys going that route. Digital Ocean used to only be VPS' now they've got plenty of other offerings. You're still in a good business regardless.

Cloudflare does have a form of hosting: https://workers.dev