Quarterly Competitive Landscape Report – Cambrian AI Research

During the last few years, we have witnessed explosive growth in the data center, driven by the pervasive use of public cloud services, big data analytics, and most recently by the development of Artificial Intelligence (AI) enabled by power and data- hungry GPUs. This growth and changes in the type of workloads being run have prompted a re-thinking of the data center infrastructure, with new demands for high- density power distribution and increasingly water-cooled servers. The data center landscape is profoundly transforming, driven by the relentless demand for higher performance, improved efficiency, and increased scalability. At the heart of this evolution lies a revolution in memory and computing technologies, especially around deploying AI-specific infrastructures and reshaping the architecture and capabilities of modern data centers. All data centers will become AI...