https://k4i.com/tags/edge-computing/ Recent content in Edge Computing on k4i.com Hugo en-us Sat, 30 May 2026 00:00:00 +0000 https://k4i.com/cloudflares-path-to-a-trillion-the-edge-inference-bet/ Sat, 30 May 2026 00:00:00 +0000 https://k4i.com/cloudflares-path-to-a-trillion-the-edge-inference-bet/ <h1>Cloudflare's Path to a Trillion: The Edge Inference Bet</h1> <p>Cloudflare closed last week near $236 a share, a market capitalization in the low eighties of billions against trailing-twelve-month revenue of $2.33 billion. Q1 2026 revenue landed at $639.8 million, up 34 percent year over year, the company's fourth consecutive quarter of accelerating growth. The stock trades at roughly 31 times sales. To reach a trillion-dollar valuation, Cloudflare must compound revenue at twenty-five percent or better for the better part of a decade while convincing the market it is no longer a security vendor but the compute substrate of the distributed internet. That is a ten-to-twelve-times re-rating from here. It is also more achievable than the current cohort multiple implies, and the reason is inference.</p>