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AI data centers are rapidly expanding to unprecedented physical sizes, with some facilities now stretching over 1.24 miles in length, according to Ciena CEO Gary Smith.

Scale of expansion: The growing demand for GPU-powered AI computing is pushing data centers to expand both horizontally and vertically, creating massive multi-story facilities that challenge traditional networking approaches.

  • Cloud providers are building data centers that span more than two kilometers in length
  • These facilities are increasingly utilizing multi-story designs, adding vertical scale to horizontal sprawl
  • Current campuses are blurring traditional boundaries between wide-area networks and data center infrastructure

Power requirements: The energy demands of these new AI facilities are reaching unprecedented levels, highlighting the infrastructure challenges of scaling AI operations.

  • At least twelve new AI data centers are being planned or constructed that will each require one gigawatt of power
  • By 2026, global AI processing is expected to consume 40 gigawatts of power, equivalent to eight times New York City’s daily power usage
  • These power requirements underscore the massive scale of infrastructure needed to support AI development

Networking challenges: Traditional direct-connect GPU networking technologies are struggling to meet the demands of these expanding facilities.

  • Current direct-connect solutions like Nvidia’s NVLink are facing limitations due to increasing distances
  • The physical scale of new data centers is pushing beyond the capabilities of existing networking technologies
  • Corporate campuses are experiencing strain on their network infrastructure as GPU clusters grow larger

Technology adaptation: Fiber-optic networking equipment, traditionally used in long-haul telecommunications, is being modified for use within these expanding AI data centers.

  • Ciena is developing specialized fiber-optic equipment for intra-data center connectivity
  • These solutions will be similar to long-haul telecom technology but optimized for GPU communication
  • The transition to fiber-optic networking represents a significant shift in data center architecture

Looking ahead: Infrastructure evolution: The unprecedented scale of AI data centers is forcing a fundamental rethinking of data center design and networking technology, with implications for power infrastructure, networking solutions, and facility architecture. The industry appears to be approaching a critical juncture where traditional data center designs may no longer be sufficient for AI computing needs.

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