TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15415 · Jan 15
#go#bpf#cncf#cni#containers#ebpf#k8s#kernel#kubernetes#kubernetes_networking#loadbalancing#monitoring#networking#observability#security#troubleshooting#xdp Cilium is an eBPF-based tool for Kubernetes that delivers fast networking, deep visibility, and strong security. It creates simple Layer 3 networks across clusters, handles load balancing to replace kube-proxy, enforces identity-based policies from L3 to L7 (like HTTP or DNS rules), supports service mesh with encryption, and offers Hubble for real-time traffic monitoring. Stable versions like v1.18.6 run on AMD64/AArch64. You gain scalable performance, easier policy management without IP hassles, better troubleshooting, and higher efficiency for large cloud-native apps, cutting costs and boosting reliability. https://github.com/cilium/cilium
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@eco_cn · Post #29975 · 03/17/2026, 03:42 AM
摩根大通：在CPO方面，市场叙事已经历从熊到中性再到看多的完整轮转。早期市场担忧CPO的普及会压缩收发器收入，但这一逻辑已被事实证伪——CPO带来的增量营收机会对相关公司的增长预期形成叠加而非替代。 行业分析机构预测，#CPO 市场规模将从2027年的不足5亿美元，增长至2030年的约100亿美元，其中规模扩展（scale-up）应用场景而非规模延伸（scale-out）是主要增长引擎。 投资者的关注点也随之转移：在确认光学公司整体受益于CPO之后，下一阶段的核心问题在于CPO赢家与输家的分化。摩根大通认为，Coherent #COHR 和Lumentum #LITE 凭借既有订单及英伟达的供应链定向投资，已稳固确立了CPO赢家地位。