CASPA CEO Summit: AI infrastructure hardware becomes a systems game

At the CASPA summit in Santa Clara, industry leaders said AI data center bottlenecks are shifting from chips to optics, memory and power. Memory and laser capacity are booked out for years, with Lumentum essentially sold out through 2029.

• Data volume is projected to triple to over 700 zettabytes in three years, per IDC
• Lumentum runs about 70% below demand and is booked through 2029
• Memory from top suppliers is sold out through 2028
• Unconventional AI targets human-level intelligence at about 10 kW in a single rack