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
Co-packaged Optics Standards Moves CPO Forward Read More »
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
What Makes Routers Edge Specific Routers? Read More »
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
Edge Computing Processors Read More »
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
POET Takes Co-Packaging Beyond Communications Markets Read More »
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 Routers – A New Product Trend Read More »
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
Open Questions on Co-Packaging Standardization Read More »