CIR DeepTech
Turn the AI infrastructure revolution into your unfair advantage.
Authored by Lawrence Gasman, CIR DeepTech focuses on the intersection of AI data centers, advanced processors, photonics, networking, power architecture and quantum technology. It is written for technology executives, investors, product strategists and infrastructure decision-makers who need actionable market intelligence and strategic thinking. A forecast-oriented newsletter, CIR DeepTech provides early insight into infrastructure inflection point, independent forecasts grounded in real deployment dynamics, and a disciplined view of where sustainable advantage is forming
CIR DeepTech is now published weekly. You can sign up on Substack today for a monthly, annual or Founding Member subscription. The analysis in CIR DeepTech is built from industry-insider access and direct discussions with the people shaping the market—data center operators, hyperscalers, chip and systems leaders, power and cooling innovators, and investors funding the next wave.
CIR DeepTech delivers executive-level analysis of the technologies reshaping data center infrastructure and the business models emerging around them. AI is no longer just a software story. It is an infrastructure revolution.
AI infrastructure cycle is accelerating. Make sure you are reading the signals correctly.
Core Coverage Areas
CIR DeepTech examines the full AI infrastructure stack. De-risk your company’s big bets across silicon and photonics to systems, to market strategy, to policy/regulatory, to product commercialization considerations. We also cover hybrid technologies and offer a scenario-based probabilistic approach to technology scenarios.
AI data center architecture: Primary concerns include hyperscaler AI buildouts and capex strategies, fiber in the rack and new approaches to information storage.
Processor and accelerators: Coverage includes CPUs vs. GPUs vs. QPUs and the new processor hybrids, custom silicon and ASIC strategies, chiplet architectures and advanced packaging, and electro-optic integration and silicon photonics.
Network innovation: Includes analysis of the latest pluggables, Ultra Ethernet, CPO and high-performance interconnect standards, as well as requirements for latency, bandwidth density and energy-per-bit economics.
Data center power and cooling: Analysis of liquid cooling and thermal management. On the power side, we consider credible uses of both sustainable energy and fossil fuels for running AI data centers, as well as the emerging nuclear-powered data center infrastructure.
AI policy, regulation, and security: CIR DeepTech examines the implications of burgeoning AI regulation and legislation in the US, Europe and elsewhere. AI policy now shapes AI success through its impact on content, privacy and AI data security frameworks
Who Reads CIR DeepTech?
CIR DeepTech is read by:
- Senior executives in semiconductor, photonics and AI infrastructure firms
- Data center architects and systems designers
- Venture and growth investors, including commercial real estate investors
- Policy and regulatory analysts and government executives
- Advanced computing innovators in the server and data storage sectors
- Management consultants tracking AI competitiveness
- Quantum industry marketing and technical staff looking for “killer apps.”
- Academics
Subscribe to CIR DeepTech
If your business depends on understanding where AI-related technology is headed — and how that shift can creates competitive advantage — CIR DeepTech delivers the clarity and technical depth you need. The focus of this Substack not just on what is being built — but on what it means. Subscribe to CIR DeepTech on Substack:
Sign up for CIR DeepTech Here. Choose from Monthly, Annual, or Founding Member subscriptions. We translate fast-moving infrastructure shifts into clear priorities and next steps