This report provides an assessment and ten-year forecast of the burgeoning market for networks and related connectivity products for AI data centers and AI clusters. It contains detailed ten-year volume and value forecasts of all the products and markets that are core to the AI data center and cluster market. In addition, the strategic analysis provided throughout the report is illustrated with case studies from the recent history of major equipment companies and service providers.
The goal of this report is to identify and quantify the emerging AI opportunities that are appearing on the road to a network/distributed AI future. It examines bandwidth requirements for AI data centers and clusters and the arrival of 1600 Gigabit transceivers and 400G signaling and co-packaged optics to support the bandwidth surge. Such new technologies bring efficiencies, but the AI data centers still have huge power and cooling needs and in this report CIR examines what role new power and cooling technologies - nuclear power, wind energy, miniaturized nuclear reactors and liquid cooling, for example - will play in the future of AI data centers.
AI will be the key driver for bandwidth, power and storage in AI data centers over the next ten years, according to the report. What we seeing is a major re-think in the design, layout and equipment choices for major data centers to meet the special needs of AI. Much of the money for these changes will come from the hyperscale data center owners (AWS, Google, Meta, Microsoft, etc.) as well as data center landlords, but smaller data centers and data centers will generate AI-driven demand too.
This report will be essential reading for networking vendors, service providers, AI software firms, computer companies and investors.
Table of Contents
Executive Summary
