IDC: OCP-certified equipment spending to reach $892B by 2030
The OCP Foundation published a new IDC market study estimating that annual global spending on OCP-recognized IT equipment will grow from $154 billion in 2025 to $892 billion in 2030, a 42% compound annual growth rate. AI-related infrastructure is projected at $628 billion, about 70% of that market, with servers remaining the largest category at roughly $814 billion, or 91% of OCP-recognized IT equipment spending, driven mainly by GPU-accelerated systems. IDC also raised its 2029 forecast for OCP-recognized equipment to $800 billion from $295 billion a year earlier, and expects such equipment to account for about 51% of total infrastructure spending in the market it studies by 2030.
The forecast indicates a sharply higher share for open-architecture data-center equipment as AI rack power density rises and demand grows for liquid cooling and high-voltage DC power.
隨著人工智慧（AI）基礎設施投資持續擴大，開放運算計畫（OCP）相關設備市場規模大幅上修。OCP 基金會公布最新 IDC 市場研究報告，預估全球 OCP 認可 IT 設備年度支出將從 2025 年的 1,540 億美元，成長至 2030 年的 8,920 億美元，年複合成長率達 42%。其中，AI 相關基礎設施支出預估達 6,280 億美元，占整體市場約 70%，成為主要成長動能。
根據《2026 年 IDC 市場影響研究》，2029 年 OCP 認可 IT 設備支出預估達 8,000 億美元，相較去年研究預測的 2,950 億美元，大幅上修至原先的 2.7 倍。IDC 進一步預估，2030 年 OCP 認可設備將占研究涵蓋的基礎設施市場總支出約 51%，反映開放式架構在資料中心的採用程度持續提高。
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