Guide to the New AI Data Center Technologies
AI has been a research topic as long as computers have been in existence, but it is only in the past couple of years that AI has come to present real business opportunities. It is now attracting the attention of both the largest multinationals and innovative startups as well as investors. Meanwhile, the possible applications for AI are burgeoning and becoming all-encompassing. Much of the AI industry is now platformed in data centers of various kinds This the first report to focus on the business potential of the new technologies being deployed in AI data centers, including the latest in GPUs, power technologies and networking. The report also includes forecasts of the most important technology sectors — where the money will be made and where it will be lost. This report also profiles the main companies active in building new technology products.
Networks and Power Requirements for AI Data Centers: A Ten Year Market Forecast and Technology Assessment (January 2025)
This report is an up-to-the-minute study forecasting business opportunities flowing from the new breed of AI data centers. It contains ten-year projections for the number of AI data centers, AI servers and port speeds, AI servers by networking technology/protocol, data storage for AI data centers, power consumption by AI data centers, and cooling technologies in AI data centers.
AI will be the key driver for bandwidth, power and storage in data centers over the next ten years. We are seeing a major re-think in the design, layout and equipment choices for major data centers to meet the special needs of AI. Much of the money for these changes will come from the hyperscale data center owners (AWS, Google, Meta, Microsoft, etc.) as well as data center landlords, but smaller data centers will generate AI-driven demand too and are discussed in the report.
This report embraces a realistic view of AI and discusses the new products for networking, servers and storage that are emerging for the AI era. Also considered in this report is how optical integration and novel processors will be enablers in the AI data centers. In addition, the report takes a look at emerging power and cooling technologies for AI data centers.
Enterprise AI: A Realistic Market Forecast 2025-2035 (Coming in February 2025)
Enterprise AI is the integration of advanced AI-enabled technologies and techniques within large organizations to enhance business functions. Enterprise AI eats data for breakfast. It’s able to analyze large volumes of information quickly, sort it, and help the decision-making process.
This report identifies the opportunities emerging in the burgeoning Enterprise AI market. Enterprise AI brings together the entire palette of AI technologies including large language models (LLMs), natural language processing (NLP), machine learning (ML), deep learning, computer vision and is focused of needs within large and medium-sized organizations of various kinds. Enterprise AI can be considered as the culmination of the latest trends in automation, “big data” and enterprise software platforms and may be delivered as a standalone product or over the cloud.
Markets for Co-Packaged Optics 2023-2028 (Available)
The primary goals of this report are to update CIR’s forecasts of the CPO space with breakouts by application, speed and network segment and provide an update on CPO strategy from the key influencers in the market
The Coherent Transceivers Market: 2023-2029 (Available)
In the past few years, the coherent transceivers market has evolved from long-haul and regional networks into data centers and access networks. There is now even talk about coherent PONs, a concept inconceivable a few years back. Work continues towards the specifications that will take coherent communications to the Terabit