Alphabet Inc

The Strategic Shift in Data Center Power and Energy Security

Short-duration battery technologies such as Li-ion and valve-regulated lead acid (VRLA) batteries are typically used in data centers as part of uninterruptible power supply systems (UPS). Data center operators also sign power purchase agreements (PPAs) to secure long-term, stable renewable energy at fixed prices, shielding them from price volatility. However, key shifts in both the energy storage technologies adopted and the long-term methods for power procurement for data centers may evolve over time. This article from IDTechEx covers shifts in the technologies adopted and business strategies data center operators may embrace over the coming years.

Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom

Co-packaged optics (CPO) is gaining significant attention as the next architecture for next-generation switching. The shift toward co-packaged optics is also reshaping competitive positioning among semiconductor vendors. This article examines the differing approaches of NVIDIA and Broadcom, with further detail available in IDTechEx's latest report, "Co-Packaged Optics (CPO) 2026-2036: Technologies, Market, and Forecasts".

Coherent: InP for Photonic Applications.

Coherent Corp, (formerly II-VI Incorporated) is a major American producer of optical components, with a strong portfolio in laser technology for photonics and datacom. In fiscal year 2025, Coherent generated over $5.8 billion USD in revenues. Coherent has recently transitioned from 4" to 6" indium phosphide (InP) wafers - an industry first. It has also reportedly validated ultra-high powered (UHP) laser technologies for co-packaged optics (CPO). Coherent is also pursuing VCSEL's for use at 200G/lane applications. In this profile IDTechEx assesses these breakthroughs in the context of the wider datacom, AI, and photonics markets.

Why Consumer Electronics Will Continue to Lead the Edge AI Chip Market

Latency, energy, privacy. By shifting AI computation from the cloud to the edge, these issues can be alleviated. 2025 was a breakout year for many AI applications, with consumer electronics leading the way in revenue due to the trend to towards AI smartphones and PCs, and rising costs of chips manufactured on leading process nodes.

The Ever-Innovative Market of Green Energy

From atomic nuclei and the sun to hydrogen and recycled fuels, energy sources today originate from a vast array of sustainable sources. This article covers some of the largest up and coming energy sources that contribute to clean energy efforts worldwide.

Xreal

IDTechEx met Xreal at CES 2026 to demo its VR glasses.

Motional

IDTechEx spoke to Motional (Hyundai) at CES 2026 about its progress and strategy for autonomous driving and robotaxis

The Variety of Optical Solutions for AI Glasses and VR Headsets

This article describes the variety of optics required for XR (extended reality) devices. For AR glasses, this includes waveguides and other technologies such as birdbath combiners, whilst for VR headsets, solutions include pancake, Fresnel, and aspheric lenses. Across XR devices, different optics solutions are required based on the intended use case, with a variety of factors contributing to the suitability of an optics technology for a specific device. Factors include weight, optical efficiency, image quality, form factor, and cost.

Material Challenges for Superconducting Quantum Chips

In this article, IDTechEx Technology Analyst Noah El Alami explores the material and fabrication challenges in scaling up quantum computers and sensors based on superconducting chips.

Could New Nuclear Feed Power-Hungry Data Centers?

In this article, IDTechEx Technology Analyst Noah El Alami discusses the potential of the new generation of nuclear technologies - fission small modular reactors (SMRs) and fusion energy - in powering the ever-increasing capacity of AI data centers.

Sensitivity and Performance Levelled Up with Quantum

The sensitivity and unmatched performance of quantum technologies is allowing for great advancements across a number of major sectors, including sensors, computing, and communication. This article explores a few of the recent developments and applications within commercial sectors.

The Case for Autonomous Private Vehicles and the Software Market

IDTechEx, along with many other industry experts, are expecting robotaxis to become a common sight in major cities over the next twenty years. The business case for robotaxis, although not without its obstacles, is compelling. However, in the meantime, there will still be billions of privately owned vehicles on the roads. This article considers the case for autonomous private vehicles and the software market: from adaptive cruise control to true autonomy, everywhere.

QCraft

QCraft is a leading autonomous driving technology company founded in 2019 by four former Waymo engineers.