Edge Computing Processors

Edge Computing Processors

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

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Broadcom, Cisco, Inphi and the Timing for Co-Packaged Optics: A CIR Research Note

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

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Five Companies to Watch in the Edge Computing Space

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

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edge computing opportunities

Equipment and Chip Opportunities Emerge from Edge Computing in 2021

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

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co-packaged optics

Big Firms Back Co-Packaged Optics

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

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