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 …
Opportunities in the Edge Computing Software Segment Read More »
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 …
Broadcom, Cisco, Inphi and the Timing for Co-Packaged Optics: A CIR Research Note Read More »
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 …
Five Companies to Watch in the Edge Computing Space Read More »
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 …
Edge Computing Platforms will Shape the Next Datacom Revolution Read More »
Edge computing routers are an integral part of the edge computing infrastructure but have received less attention from major supplier who remain largely focused on traditional routers. In many current implementations of edge computing, fairly standard routers are being use but we expect that this will change. Traditional and core routers are not intended to …
Edge computing (EC) embodies an old and simple idea – siphon of traffic with special characteristics from the main network to a local network. The primary network now has more capacity for general traffic while the local network can be designed specifically for the needs of local users. The newer concepts of edge computing are …
Equipment and Chip Opportunities Emerge from Edge Computing in 2021 Read More »
Co-packaged optics (CPO) is flavor of the month right now; the question is, what kind of CPO? There will surely be different form factors for data centers and telecommunications, and interconnects, sensors, and supercomputing. But there will also be different form factors proposed for CPO for within the data center. Based on recent presentations by …
Co-Packaged Optics: Of Form Factors and Future Fights Read More »
The Co-Packaging Framework IA (Implementers Agreement) effort just announced by the OIF is a strong endorsement for co-packaging; a technology platform whose star is in the ascendant. Co-packaging was – as recently as two years ago — considered a futuristic platform, but much attention has been brought to it as the hyperscale data center managers …
Co-packaged optics is the ultimate direction for the long-touted “optical integration” meme. In theory, co-packaged optics wraps up active optics and active electronics wrapped to avoid the thermal/power inefficiencies inherent in conventional approaches to high-speed optoelectronics. A few years back when CIR investigated which technology platforms would take data centers into the 400/800G era, we …
In 2020 as the first widescale deployments of 400G are taking place in data centers, the industry is already thinking of 800G networking and beyond. Three technologies are being proposed to support 800G interfaces. One of these is a pluggable option, much like 400G transceivers and the transceivers that preceded 400G. The other two are …