Reports
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Co-Packaged Optics in the AI Data Center: An Eight-Year Market and Technology Forecast
Select options This product has multiple variants. The options may be chosen on the product page $2,500 – $3,500The primary goal of this new CIR report is to update CIR’s forecasts of the CPO space for use as an interconnect in AI data centers. The report includes discussions of CPO in different kinds of AIdata centers and profiles the strategies of almost 30 companies actively selling CPO products for data centers. The forecasts themselves include breakouts by application, speed and network segment and the report also includes a discussion of how end-users will optimally deploy CPO for AI in the next eight years.
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CIR Guide to New Technologies for the AI Data Center
Select options This product has multiple variants. The options may be chosen on the product page $995 – $1,395AI 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.
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Networks and Power Requirements for AI Data Centers: A Ten Year Market Forecast and Technology Assessment (January 2025)
Select options This product has multiple variants. The options may be chosen on the product page $2,500 – $3,500This 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.