Blog

What is AI really? Commercial AI technology for the office and industry. Enterprise AI AI and the electric power industry A future history of AI. Sentience? Questions from the audience

https://www.insidequantumtechnology.com/news/podcast/ Tune in to the latest episode of the Quantum Tech Pod, where host Jake Duhaime is joined by Lawrence Gasman, President of IQT Research, for a deep dive into the world of Quantum and AI. With the highly anticipated Quantum + AI event coming up in New York City on October 29-30, Lawrence shares his expert insights into the current landscape of these groundbreaking ...

Richmond, Virginia: A recent interview with Lawrence Gasman in Time Magazine. https://time.com/6977355/generative-ai-quantum-computing-us-china-technology/ About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than 30 years because the forecasts are credible, the coverage is balanced and the insights are rock-solid.  Leaders of strategic planning, planning managers, ...

Richmond, Virginia: My new IQT podcast with Chris Bishop of Inside Quantum Technology. https://www.insidequantumtechnology.com/news-archive/quantum-tech-pod-episode-71-lawrence-gasman-inside-quantum-technology-iqt/   About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than 30 years because the forecasts are credible, the coverage is balanced and the insights are rock-solid.  Leaders of strategic ...

Richmond, Virginia: https://www.youtube.com/watch?v=BF7PygmR7S4 "Almost" live interview from the heart of the AWE 2013 Exhibit Hall - the world's largest augmented reality event - presented by AR Dirt and Mass Ideation. Learn more at http://AugmentedWorldExpo.com About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than ...

Increasing commercial interest in Post-Quantum Cryptography (PQC) is being fed by (1) the selection of four PQC standards by NIST in 2022, together with (2) sped-up scenarios for quantum computers able to crack conventional encryption schemes. The PQC market is potentially huge.  Consider that, with an assist from a quantum computer, Shor’s algorithm can be used to break RSA encryption and that 50% of the ...

There is always a next entrant in the next-gen transceiver market.  Typically, these reflect only an order of magnitude leap in data rate, with (1) much of the new transceiver technology derived from the previous generation of transceivers and (2) much of the motivation to build the transceivers in the first place to support rapid growth in network traffic. These two points remain true of ...

Near-Packaged Optics (NPO) is concept that has emerged recently embodying many of the advantages of Co-packaged optics (CPO) but simpler to implement. We think that given that CPO technology is still at its earliest stages, we need a ramp up technology to get us to CPO. NPO uses a high-performance PCB substrate—an interposer—that sits on the host board.  By contrast, in CPO the modules surround ...

Pluggable optical modules in the way we have known them are on their way out. Co-packaged Optics is garnering a great deal of attention and while it will largely displace/replace existing concept of pluggables, this won’t happen overnight. This article provides some perspective on the transition away from pluggable optics. Currently the pluggable market remains robust and showing no signs of dropping off. CPO has ...

While early 2021 was more dramatic in terms of new co-packaged optics (CPO) products, the past year proved to be the period in which CPO took its first baby steps towards the data communications mainstream.  Two important practical developments occurred. One, which we discuss in this article, is the OIF Co-Packaged Optics Framework.  The other is Near-Packaged Optics (CPO Light as it has been called), ...

Evolution of CPO in 2021 and Early 2022 Co-packaged optics (CPO) has emerged as technology of considerable interest as a platform for deploying optics in large data centers. A considerable segment of data communications sees CPO as a practical way forward to deploy 800G and above interfaces.  It is recognized by just about everybody in the industry that a monolithic optoelectronic chip with this capability ...

The demand for co-packaged optics (CPO) will be driven by many factors.  Today, latency-sensitive traffic such as AI and ML is getting a lot of attention.  However, this is mostly because AI and ML is new and exciting, while video is old hat.  Nonetheless, CIR believes that the video revolution is far from over and its bandwidth demands will sell a lot of CPO units ...

Co-packaged Optics standards activity have moved CPO from the realm of discussion closer to real-world adoption: (1) COBO has established a CPO working group. (2) CPO specifications have materialized in the form of the CPO Collaboration Joint Development Forum’s CPO Module product requirements document (PRD). And (3) there is an implementation agreement (IA) from the Optical Internetworking Forum (OIF). These steps -- particularly OIF’s high-profile ...

The purpose of this article is to identify the several kinds of edge routers that are now appearing on the market. Edge-specific routers must be able to handle the functionalities described below with ease.  Edge routers can serve in a number of different functions and be of a number of different types. Edge routers are located at the demarcation point between the edge network and a ...

Excerpted from CIR's upcoming report on Edge Computing Processors. Although edge computing has seen a lot of developments in recent years, it is not a new concept. “Content delivery networks” or “content distribution networks” (CDNs) have been around a long time. CDNs work in the same way as edge computing—a geographically distributed network of proxy servers and their data centers, with the goal to provide ...

One of main predictions of CIR’s 2020 report on co-packaged optics (CPO) is that next-generation switching chips is just the beginning for CPO.  We took the position that CPO is essentially a new way to opto-electronic integration and that novel switching technology is just a place to start. With $15 million in recent funding, POET Technologies, one of the companies mentioned in our report has ...

The edge computing software segment is expected to be one of the most rapidly growing and diverse segments within the entire edge computing market and it includes platform, AI and analytics, as well as supporting segments such as DCIM and edge OS. The platform, AI and analytics segments are three of the largest within the edge computing software space and are also the fastest growing. ...

In the past few months two important announcements have been made showing different ways forward for the Co-Packaged Optics (CPO) business.  One of these announcements came from a duo of Cisco and Inphi. It shows perhaps a certain amount of caution about CPO.  For various reasons, Broadcom is a tad more optimistic.  However, announcements from three such important and prestigious companies show a solid confidence ...

Participants in the edge computing market include tech giants such as Microsoft, Amazon, Google, Dell EMC, Cisco, HPE and Intel. However, we are also witnessing newer players coming into the market with innovative edge-focused offerings, that are attracting capital from both independent venture capital firms and the venture arms of the biggest players. CIR believes that there will be a growing number of new companies ...

In much the way that the past decade in datacom was defined by video applications, the next decade will be defined by smart systems – self-driving cars, Internet-of-Things (IoT) and AI (very smart systems).  At the infrastructure level, what CIR thinks this will mean is that the priority will be low latency; the video revolution has mostly been about raw bandwidth.  This trend is creating ...