The global cloud market is experiencing remarkable growth, with enterprise spending on cloud infrastructure services reaching nearly 20 billion from the same period in 2024, marking the third consecutive quarter of 24-25% year-over-year growth. The driving force behind this surge is Generative AI (GenAI), which has propelled cloud providers’ quarterly revenues up by 100 billion quarterly […]
The global data center industry is poised for sustained expansion driven by escalating investments in artificial intelligence (AI) infrastructure, with worldwide capital expenditures (CAPEX) projected to surpass ＄1 trillion by 2029, reflecting a compound annual growth rate (CAGR) of 21% over the forecast period. This growth trajectory is underpinned by the proliferation of accelerated servers […]
In the first quarter of 2025, the global data center industry experienced an extraordinary 53% year-over-year surge in capital expenditures (Capex), marking the sixth consecutive quarter of double-digit growth. This unprecedented expansion, as reported by Dell’Oro Group, is primarily driven by the relentless demand for artificial intelligence (AI) infrastructure, especially from hyperscale cloud providers who […]
The rapid evolution of artificial intelligence (AI) has placed unprecedented demands on data center infrastructure, particularly in cabling systems. Modern AI data centers must balance ultra-high bandwidth, sub-microsecond latency, and energy efficiency to support the massive computational workloads of AI models. However, achieving this equilibrium requires overcoming significant cabling challenges, including managing skyrocketing speed and […]
According to the press release, Microsoft plans to spend $80 billion by 2025 to expand its AI and data center infrastructure. about 60% increased from the year 2023 ($50 billion CapEx). This investment underscores the company’s commitment to advancing AI technologies and supporting the growing demand for cloud services and data processing capabilities, half of […]
Many of the Infiniband transceivers with receptacle are duplex fiber or parallel fiber based. Since AI demand with enormous fiber needed. Data rates and the number of fibers required in this environment are increasing whilst the demand for improved efficiency is being asked of every installed system. AI data center required lots of computing capacity […]
Dell’Oro said that the back-end Ethernet server connectivity for AI will drive market growth. It will exceed $16B at a 27% compound annual growth. Likewise, intelligent NICs, which include DPUs and IPUs, are positioned for high growth to support the intense demands of back-end. Ethernet-based networks. Smart NICs are programmable accelerators that make data center […]
Based on current TIA-942-C standard, the equipment transceiver optical interface is only involved with LC and MPO, even though LC is small compared with SC, and MPO with multi fiber in a single connector, however, for the AI data center, Computing capacity may be 1000x in 10 years, thus the density of the AI data […]
There are many medias to be used for interconnects among network equipment, copper and fiber, copper with its limitation of transmit distance, normally used for intra racks, and optics with longer transmission distance and used for inter-racks or inter-DCs. As for the copper media, there is DACs and ACCs. DACs, it is short for Direct […]
AI requires enormous computing capacity, and the operators shall require lots of space for equipment, currently VSFF connector is becoming the idea solution for the AI, but also, people are seeking for new fiber to increase the density also. the following fiber maybe the choice of it. Few Mode Fibre Multicore Fibre Few Mode Fibre […]
