IDC가 2029년 Open Compute Project Foundation 인증 인프라 지출 전망치를 2.7배 상향한 8,000억 달러로 올렸으며, 2030년에는 지출이 8,920억 달러에 이를 것으로 전망했다.

*Annual study commissioned by the Open Compute Project Foundation projects spending will reach $892 billion in 2030 as AI investment and adoption expand.*

SAN JOSE, Calif., Oct. 13, 2026: The Open Compute Project (OCP) Foundation today announced a sharp increase in IDC's forecast for worldwide spending on OCP-recognized IT equipment. The 2026 IDC Market Impact Study projects annual spending of approximately $800 billion in 2029, up from the $295 billion forecast for the same year in last year's study, an increase of approximately 2.7x.

The new forecast reaches $892 billion in 2030, when OCP-recognized IT equipment is projected to account for approximately 51% of all spending across the infrastructure categories covered by the study.

Commissioned annually by the OCP Foundation, the study assesses the market impact of OCP-recognized equipment. This year's findings reflect both the rapid expansion of AI infrastructure investment and broader adoption of OCP designs.

"AI is changing what the industry needs from its infrastructure, and these findings show the growing role of open designs in meeting that demand," said Cliff Grossner, Ph.D., Chief Innovation Officer at the OCP Foundation. "Our Community is bringing companies together to solve challenges that span the entire data center, from silicon and servers to cooling, power and the grid. That collaboration helps organizations put new technology to work at scale."

**AI Investment Drives Growth**

IDC projects spending on OCP-recognized IT equipment will grow from approximately $154 billion in 2025 to $892 billion in 2030, a compound annual growth rate of approximately 42%.

Servers represent the largest spending category, with GPU-accelerated systems driving much of the growth. IDC also forecasts continued growth in switching equipment, rack infrastructure, power and cooling as organizations build the systems needed to support increasingly demanding workloads.

Key findings include:

- $800 billion in projected annual spending in 2029, approximately 2.7 times the prior forecast for that year.

- $892 billion in projected annual spending in 2030, including approximately $814 billion in servers.

- Approximately 51% of spending across the infrastructure categories measured going to OCP-recognized infrastructure by 2030.

- Approximately $628 billion in AI-related spending on OCP-recognized infrastructure in 2030, accounting for about 70% of the forecast total.

IDC also points to the growing ecosystem of solution providers and the availability of openly shared designs as factors supporting adoption. Use of OCP-recognized IT equipment extends beyond the Foundation's formal membership to organizations that access and implement those designs worldwide.

**Advancing Open Infrastructure from Chip to Grid**

The findings reinforce OCP's expanded Open Data Center Ecosystem Vision, which addresses the interconnected demands of AI infrastructure from chip to grid.

Over the past year, the OCP Community has advanced higher-power rack designs, liquid cooling, Ethernet-based AI networking and open chiplet specifications. Its facilities work includes DC power distribution, energy storage, and coordination between data centers and the utility grid.

The Foundation's Open Data Center for AI Strategic Initiative brings these efforts together across facility power, cooling and management. The OCP Energy Project extends collaboration into energy generation and storage, while the AI Computing Continuum project supports deployment beyond hyperscale data centers into enterprise, regional and edge environments.

As AI infrastructure evolves, OCP will focus on supporting diverse AI silicon, coordinating design across the data center, and developing open building blocks that organizations can deploy across a wider range of environments.

**About the Study**

The 2026 IDC Market Impact Study, commissioned by the OCP Foundation, examines worldwide spending on OCP-recognized IT equipment. The forecast covers servers, external storage, switches, IT racks, power, cooling, carrier equipment and peripherals. Figures represent annual spending, and percentages are rounded.

**About the Open Compute Project Foundation**

The Open Compute Project Foundation brings together the global data center and IT infrastructure community to develop open hardware designs, specifications and best practices. OCP helps organizations apply innovations proven at hyperscale across the broader market through open collaboration. Learn more at opencompute.org.