On the DCN Information Desk throughout Information Heart World 2025, SemiAnalysis expertise analyst Jeremie Eliahou Ontiveros supplied insights into how AI infrastructure is evolving, highlighting rack-scale computing’s emergence as a key architectural strategy for AI workloads.
“We’re exploring unprecedented territory by way of complexity, particularly on the networking facet,” Eliahou defined, addressing the business’s push towards 1-MW racks.
He pointed to the staggering scale of present options, noting that Nvidia’s NVL72 racks already comprise 1000’s of copper cables – a complexity that may require revolutionary options like co-packaged optics to beat.
The analyst recognized two distinct timeframes shaping the business’s trajectory. Within the fast time period, energy entry stays the vital bottleneck, with suppliers struggling to safe lots of of megawatts and even gigawatts of capability in strategically worthwhile places.
Nevertheless, wanting towards 2030’s projected $1 trillion knowledge heart capex milestone, Eliahou emphasised that economics will change into the defining issue.
“If you wish to justify a trillion {dollars} of capex, you’re going to must provide you with return on funding,” he said, suggesting that monetary concerns will finally drive selections round rising applied sciences like gas cells and behind-the-meter pure gasoline technology.
▶️ Watch the complete interview right here:
