Industry and Technology Analysis and Market Forecast for AI Data Centers, Optical Networks, Photonics and Quantum Technologies

CIR’s Industry Analysis and Market Forecasting Expertise

Make the Right Move First;Get the insight before the inflection point.

Intelligence for Deep Tech Decisions: CIR delivers market intelligence and forecasts for the technologies driving AI, data centers, optical networks, photonics, advanced processors, and quantum systems. For over 30 years, we have helped executives, product leaders, and investors act with confidence in complex, high-stakes markets.

From Technology to Revenue Impact: We track deep technologies as they move from research to markets — across hyperscale data centers, next-generation networks, AI photonics, advanced processors, quantum systems, and edge platforms. We connect engineering breakthroughs to business outcomes.

Engage the Way You Need: CIR offers reports containing the most rigorous forecasts and market analysis, custom research with targeted intelligence built around your own strategies, and  Advisory Access providing  on-demand expert guidance.

About Lawrence Gasman

President & Founder, CIR

Lawrence Gasman is a leading authority on deep-technology markets and the founder of CIR. For more than four decades, he has advised multinational corporations, venture investors, and strategic planners on where advanced technologies are heading — and how to act before markets shift.

His expertise spans AI infrastructure, hyperscale data centers, optical networking, photonics, advanced processors, quantum technologies, and deep-tech commercialization. Lawrence is known for identifying inflection points early and delivering forecasts grounded in technical reality rather than hype.

Executives rely on his analysis to guide market entry, capital allocation, product strategy, and competitive positioning in complex, fast-moving sectors.

A frequent speaker and sought-after commentator, Lawrence has been quoted and interviewed by major media outlets, including TIME and leading industry publications such as Lightwave. His perspectives are valued for their independence, clarity, and long-term view of technology cycles. He has also testified to Congress and advised the White House on telecommunications matters

He is the author of multiple books and publisher of the CIR DeepTech newsletter, read by professionals across technology, finance, and policy.

Lawrence Gasman is recognized for combining deep technical fluency with strategic business insight, making him a trusted voice on the commercial future of next-generation technologies.

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CIR News Releases

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
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
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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Me, Cisco and Past as Prologue
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