This is part two of a five part series on edge computing with a focus on computing and memory.
THE COWEN INSIGHT
Edge computing will require a shift in processing and memory resources to decentralized locations. Many of the qualities that have fueled cloud computing adoption will facilitate this new method of delivering computing resources, enabling new applications. There are key differences to edge computing versus cloud, and investors need to be aware as this market grows over the next decade to rival cloud computing.
While communications infrastructure will require the largest architectural changes, MPUs and memory players will need to position themselves to capitalize on the burgeoning incremental edge market. As with enterprise and hyperscale data centers, digital semiconductors will serve as the central processing components of servers in this new form factor. This presents unique challenges and priorities that will need to be addressed.
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