Friday, February 27, 2026

Edge Vs Cloud -- CNBC Talking Head Talked About It Yesterday -- The Tide Is Shifting -- February 27, 2026

Locator: 50080EDGE.

Posting this for date-time-stamp bragging rights. 

Have talked about it in the past. 

Yesterday on CNBC, a "talking head" mentioned that consumers were starting to talk about keeping AI close to home and not in the cloud. Are you seeing the same thing: a pivot from the cloud to "edge"? 

Apple: its AI strategy from the very beginning -- "edge."

Market cap: $4 trillion

Dell, market cap: $100 billion 

Apple uses SoC -- such as M4, M5. Does Dell use SoC -- what CPU, GPU, TPU, NPU does Dell use in its most popular desktop / laptop? 

A little bit of everything. LOL.

With The Wall Street Journal's headline story on Dell's earnings, how did Qualcom do?

 The overall market is down this week.

Ticker: QCOM