Networking and Interconnects for AI Data Centers
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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…
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…
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…
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