Is Edge AI actually a threat to Cloud AI CapEx? Here is why I don't buy the "cloud killer" hype

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A software developer questions the "cloud killer" hype surrounding Edge AI, despite a growing narrative that improved on-device AI capabilities will reduce reliance on cloud compute and slow hyperscaler datacenter spending. The developer argues that plummeting Cloud API prices, such as GLM 5.3 flash being 10% the cost of Gemini 3.7 flash, make local hardware for large models economically unfeasible. Hyperscalers also develop specialized non-consumer chips like TPUs, further solidifying cloud AI's position.