Lawrence Gasman’s weekly analysis of how the AI Data Center scene is creating new business opportunities

FROM MY DESK PRO” is now being published weekly (or sometimes more frequently)  and you can sign up on Substack today for a monthly, annual or Founding Member subscription.  In each case our analysis is based on CIR’s insider status, our regular discussions with the insiders who shape our industry and the latest news. Some of the areas explored in FROM MY DESK include:

  • Building AI data centers
  • Hyperscalers
  • Co-location 
  • Emerging enterprise AI applications
  • New directions for AI platforms and applications
  • CPUs vs. GPUs vs. QPUs vs. XPUs
  • Ultra Ethernet, co-packaged optics and integrated photonics in the data center
  • New power and cooling options for data centers
  • New regulatory initiatives in AI
  • AI data security 

. . . and much more. 

FROM MY DESK also examines product/market thinking, technology and products from the key influencers, both the giants and the cleverest start-ups.  In addition will share CIR’s latest market forecasts and our thoughts on the market roller coasters.

Sign up for From My Desk PRO here (link goes to Substack)

 

RECENT POSTS:

MY ASSESSMENT OF DATA CENTER POWER TECHNOLOGIES FOR 2026: TECHNOLOGY AND POLICY (Aug 17, 2025)

MICRO DATA CENTERS, CPO VS. ULTRA ETHERNET AND PRACTICAL CONSTRAINTS ON BUILDING DATA CENTERS (Aug 7, 2025)

AI Data Centers: Three Open Questions and Two (July 31, 2025)

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