Industry analysis and market forecasts of AI Data Centers, Processors, Servers, Networks, Interconnects, Storage, Power and Cooling

INTRODUCING: NVIDIA Notebook

CIR's newsletter has officially moved to Substack — and we’re expanding both our frequency and content.

Launched in April, NVIDIA Notebook by Lawrence Gasman dissects how NVIDIA is reshaping not just the data center business, but enterprise AI, gaming, processors, robotics, interconnects and some parts of the software industry. Also more than any other company NVIDIA playing both the AI and quantum markets.

Backed by CIR’s insider access, regular conversations with key industry leaders, and the latest developments, our insights are now available directly via Substack and your inbox. Stay informed with the analysis trusted by industry insiders. Subscribe now.

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Industry Analysis and Market Forecasting Expertise

CIR is a long-time provider of industry analysis and market forecasting having issued hundreds of reports and analysis pieces on all aspects of optical networks and devices from the core of the network to the enterprise and data center.

Our focus is currently on the latest wave of Terabit Networks encompassing all elements down to the components level and on Enterprise AI.

CIR was founded by Lawrence Gasman who has founded technology consulting firms in telecommunications, nanotechnology and new materials, 3D printing and quantum technology. Lawrence has also organized the speaker lineup for major conferences in these areas and has been tracking and writing about data networking and AI since the 1970s.

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Subscribe for our valuable freebies. You will get:
(1) A free subscription to Lawrence Gasman’s newsletter covering enterprise AI and networking
(2) A free report “Machine Learning: A Market Opportunity Analysis. This exclusive new report identifies the key opportunities and players in the burgeoning machine learning (ML) sector.
(3) More details and extracts from our new report Network and Power Requirements for AI Data Centers: A Ten-year Market Forecast and Technology Assessment”
(4) Regular updates on our Market Reports and Speaking Appearances by Lawrence Gasman
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CIR News Releases

Jun 2025

Lawrence Gasman to Join LIGHTWAVE Webinar Panel on the Future of Data Center Optics

RICHMOND, Virginia – June 27, 2025 – Lawrence Gasman, a leading voice in quantum and AI data infrastructure and deep tech analysis, will join the expert panel for LIGHTWAVE’s upcoming webinar, “The Road to 800G / 1.5T in the Data Center,” scheduled for Tuesday, July 8, 2025, at 1:00 PM ET. [To register for the webinar, visit: https://www.lightwaveonline.com/resources/webinar/55295311/the-road-to-800g-15t-in-the-data-center ] As hyperscale data center demands

Jan 2025

New CIR Report: AI Data Centers Will Create $583.0 billion in New IT, Networking and Energy Business in 2030

January 14, 2025 Richmond, VA: Industry analyst firm, CIR, has issued a new report covering business opportunities from the new breed of AI data centers over the coming decade. The report, “Networks and Power Requirements for AI Data Centers: A Ten Year Market Forecast and Technology Assessment” says that: By 2030 AI data centers built

Apr 2023

CIR Issues Latest Market Analysis and Forecast of Co-Packaged Optics Module Market, Sees $5.5 Billion Market in 2027

Crozet VA: Industry analyst firm, CIR, has issued its latest report on the co-packaged optics modules market. In the report the firm predicts that the co-packaged optics modules market will reach $5.5 billion in 2027, including NPO products. Driven by the new OIF Implementers Agreement (IA), co-packaged optics now has a much clearer adoption path

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