Infrastruktur
Hyperskaligt datacenter
AI-rack, vätskekylning och molnets infrastrukturflaskhalsar.
⚠ Optiska transceivrar och vätskekylning
Viktiga flaskhalsar
- 400G / 800G optical transceiversNetworking
Coherent DSP and laser supply tightened during AI cluster build-outs.
- Liquid cooling loopThermal
Specialized CDU vendors and facility water rights constrain deployment pace.