Co-Packaged Optics in the AI Data Center: A Ten-Year Market and Technology Forecast
Available in December, 2025
This report explores the future of co-packaged optics (CPO) and related technologies as an interconnect technology for AI data centers. It includes granular forecasts of CPO shipments taking into consideration realistic time frames for the commercial development of CPO. The forecasts are broken out in various ways including, data rate, standards/technology location in the network (data center interconnect, intra-rack and inter-rack). There are also strategic profiles of approximately 30 major influencer firms developing CPO products. Finally, the report devotes significant space to how end-users will optimally deploy CPO for AI in the next ten years both in the immediate future and how this will change as products and standards change.
CIR Guide to New Technologies for the AI Data Center
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.
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