vario-optics ag| Date: 30.06.2025 2
Today’s data centers and AI infrastructure
face several technical limiting factors
Global demand for datacenter capacity could more
than triple by 2030
Compute is scaling exponentially, but copper
interconnects are hitting physical and economic
limits:
high power consumption
costly, complex (electrical) architectures
limited shoreline/memory capacity; hitting
performance barrier (compute density, scaling BW)
Source: McKinsey
https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-
insights/ai-power-expanding-data-center-capacity-to-meet-growing-demand