This report provides the competitive intelligence on AI data center technology that you cannot find anywhere else. Professionals in business, government, academia and in the investment community will use this report to improve product planning and marketing. We believe that this 100-page report will be the go-to resource for everyone seeking the publisher's latest opinion and analysis of the AI data center sector.
Table of Contents
Chapter One: Understanding Data Centers
1.1 An Introduction to Data Centers
1.2 About the Analyst
1.3 An AI Market Overview
1.4 What is an AI Data Center?
WHAT TO DO NOW
Chapter Two: Servers and Processors
2.1 Introduction
2.2 What Is an AI Server?
2.2.1 Rethinking Servers
2.3 AI Processors
2.3.1 AI Chip Makers
WHAT TO DO NOW
Chapter Three: Networks and Interconnects In AI Data Centers
3.1 Introduction
3.2 Traffic Patterns in AI Data Centers
3.2.1 Networking in the Data Center: Resilient, Reliable and Secure
3.3 Ultra Ethernet vs. CPO: The Future of AI Data Center Interconnects
3.3.1 CPO in the AI Data Center: The Latest Announcements
3.3.2 Alternatives to CPO
3.4 Dawn of the Quantum Data Center
3.5 AI, the Internet and Other Networks
WHAT TO DO NOW
Chapter Four: Data Storage In AI Data Centers
4.1 Introduction
4.2 AI and Data Lakes
4.3 The Role of Object Storage
4.4 NVMe SSDs
4.5 Hierarchical Storage Management (HSM)
4.6 Storage for Training
WHAT TO DO NOW
Chapter Five: Power and Cooling for AI Data Centers
5.1 Future Power for the AI Data Center
5.2 The Monster is Coming and What to do About It
5.3 The Future of Cooling AI Data Centers
5.3.1 Evolution of Liquid Cooling
5.3.2 Liquid Immersion Cooling
5.3.3 Microconvective Cooling
5.3.4 Direct-to-Chip- Cooling
5.3.5 Microchannel Cooling
5.3.6 Oil Cooling
WHAT TO DO NOW
Chapter Six: Policy Considerations
6.1 United States
6.1.1 The Biden Executive Order
6.2 Trump and AI
6.3 Safety and Security in AI
6.3.1 The Threat from Emergent Intelligence
6.4 AI Regulation in Other Countries
List of Exhibits
Exhibit 1-1: AI Data Centers Built by Year: 2025 to 2034
Exhibit 1-2: Types of AI Data Centers in 2025
Exhibit 1-3: Selected Sources of AI Product/Technology Innovation
Exhibit 1-4: Worldwide AI Data Center Markets
Exhibit 1-5: Key Characteristics of AI Data Centers
Exhibit 2-1: AI Chip Types
Exhibit 2-2: AI Chip Players (Alphabetical Order)
Exhibit 3-1: Quantum Computer Companies with Data Center Machines
Exhibit 3-2: Opportunities for AI in the Internet/Web Networks
Exhibit 5-1: Power Solutions Proposed for AI Data Centers: What to Expect 2026
Companies Mentioned
- Amazon Web Services (AWS / Amazon Braket)
- Atom Computing
- Fujitsu
- Google Cloud
- Google Quantum AI
- Harvard University
- IBM
- IonQ
- IQM
- Microsoft
- NTT
- Pasqal
- Photonic (Canada)
- PsiQuantum
- qBraid
- Quantinuum
- Quantum Computing, Inc.
- QuEra Computing
- Rigetti Computing
- Strangeworks
- Xanadu Quantum Technologies
