CIR DeepTech

CIR DeepTech

It’s Not the GPUs, it’s the Software: A Guide to How AI Data Centers Create Value

Lawrence Gasman's avatar
Lawrence Gasman
May 19, 2026
∙ Paid

In this issue of CIR DeepTech we begin with a story about crucial new technologies relevant data to the AI data centers, then we follow with an extended essay – the core of this iussue -- on the new trend of AI data centers pushing towards smart data centers, a trend that is making the software the main factor driving value in the AI data center. Here w…

User's avatar

Continue reading this post for free, courtesy of Lawrence Gasman.

Or purchase a paid subscription.
© 2026 Lawrence Gasman · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture