Chapter One: Understanding Data Centers 1
1.1 An Introduction to Data Centers 1
1.2 About CIR 3
1.3 An AI Market Overview 4
1.4 What is an AI Data Center? 7
WHAT TO DO NOW 10
Chapter Two: Servers and Processors 11
2.1 Introduction 11
2.2 What Is an AI Server? 11
2.2.1 Rethinking Servers 12
2.3 AI Processors 13
2.3.1 AI Chip Makers 16
WHAT TO DO NOW 19
Chapter Three: Networks and Interconnects In AI Data Centers 21
3.1 Introduction 21
3.2 Traffic Patterns in AI Data Centers 21
3.2.1 Networking in the Data Center: Resilient, Reliable and Secure 22
3.3 Ultra Ethernet vs. CPO: The Future of AI Data Center Interconnects 23
3.3.1 CPO in the AI Data Center: The Latest Announcements 24
3.3.2 Alternatives to CPO 26
3.4 Dawn of the Quantum Data Center 26
3.5 AI, the Internet and Other Networks 28
WHAT TO DO NOW 29
Chapter Four: Data Storage In AI Data Centers 31
4.1 Introduction 31
4.2 AI and Data Lakes 31
4.3 The Role of Object Storage 31
4.4 NVMe SSDs 31
4.5 Hierarchical Storage Management (HSM) 32
4.6 Storage for Training 33
WHAT TO DO NOW 33
Chapter Five: Power and Cooling for AI Data Centers 34
5.1 Future Power for the AI Data Center 34
5.2 The Monster is Coming and What to do About It 34
5.3 The Future of Cooling AI Data Centers 36
5.3.1 Evolution of Liquid Cooling 38
5.3.2 Liquid Immersion Cooling 38
5.3.3 Microconvective Cooling 38
5.3.4 Direct-to-Chip- Cooling 38
5.3.5 Microchannel Cooling 38
5.3.6 Oil Cooling 39
WHAT TO DO NOW 39
Chapter Six: Policy Considerations 40
6.1 United States 40
6.1.1 The Biden Executive Order 40
6.2 Trump and AI 41
6.3 Safety and Security in AI 43
6.3.1 The Threat from Emergent Intelligence 43
6.4 AI Regulation in Other Countries 44
ABOUT THE AUTHOR………..………………………………………………………………………47
List of Exhibits
Exhibit 1-1: AI Data Centers Built by Year: 2025 to 2034 2
Exhibit 1-2: Types of AI Data Centers in 2025 3
Exhibit 1-3: Selected Sources of AI Product/Technology Innovation 5
Exhibit 1-4: Worldwide AI Data Center Markets 8
Exhibit 1-5: Key Characteristics of AI Data Centers 9
Exhibit 2-1: AI Chip Types 14
Exhibit 2-2: AI Chip Players (Alphabetical Order) 16
Exhibit 3-1: Quantum Computer Companies with Data Center Machines 27
Exhibit 3-2: Opportunities for AI in the Internet/Web Networks 29
Exhibit 5-1: Power Solutions Proposed for AI Data Centers: What to Expect 2026…….………36
