This is part one of a five part series on edge computing with a focus on communications services and cloud/internet.
THE COWEN INSIGHT
The next wave of computing is coming to the edge. Just as the cloud moved processing, networking, storage, memory, and software into centralized locations, edge computing will bring these resources back closer to the devices consuming them. Enabled by an increasingly holistic approach to technology, edge computing has wide-ranging implications across both hardware and software.
In this report we discuss how the edge will: (1) add a layer to the current data center hierarchy, (2) require a new network architecture, (3) expand demand for all data centers, (4) evolve from use-case specific to platform-centric solutions, and (5) affect Cable’s investment in distributed architecture for an underappreciated play for the edge.
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