{"id":104454,"date":"2026-01-14T13:31:53","date_gmt":"2026-01-14T04:31:53","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/ocp-servers-market-mordor\/"},"modified":"2026-10-13T16:49:02","modified_gmt":"2026-10-13T07:49:02","slug":"ocp-servers-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/ocp-servers-market-mordor\/","title":{"rendered":"Open Compute Project (OCP) \u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\uff1a\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2025\u5e74 &#8211; 2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/ocp-servers-market-1764169452973-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2026\/01\/ocp-servers-market-size-image-1764166227193.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/li>\n<li class=\"toc-level-2\">1.2 \u8abf\u67fb\u7bc4\u56f2<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \u5e02\u5834\u6982\u8981<\/li>\n<li class=\"toc-level-2\">4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.2.1 \u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u96fb\u529b\u52b9\u7387<\/li>\n<li class=\"toc-level-3\">4.2.2 \u9ad8\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3068\u67d4\u8edf\u6027<\/li>\n<li class=\"toc-level-3\">4.2.3 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35<\/li>\n<li class=\"toc-level-3\">4.2.4 AI\/ML\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u8fc5\u901f\u306a\u5c55\u958b\u30b5\u30a4\u30af\u30eb<\/li>\n<li class=\"toc-level-3\">4.2.5 \u518d\u751fOCP\u6a5f\u5668\u306b\u5bfe\u3059\u308b\u5faa\u74b0\u7d4c\u6e08\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6<\/li>\n<li class=\"toc-level-3\">4.2.6 \u30d7\u30e9\u30a4\u30d9\u30fc\u30c85G\u30de\u30a4\u30af\u30ed\u30b5\u30a4\u30c8\u5411\u3051\u901a\u4fe1\u30a8\u30c3\u30b8\u306e\u63a1\u7528<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\n<ul>\n<li class=\"toc-level-3\">4.3.1 \u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8\u3068\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u4e0d\u8db3<\/li>\n<li class=\"toc-level-3\">4.3.2 \u30ec\u30ac\u30b7\u30fc\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u3068\u306e\u7d71\u5408\u306e\u8907\u96d1\u3055<\/li>\n<li class=\"toc-level-3\">4.3.3 \u4f01\u696d\u306e\u4fe1\u983c\u6027\u3068\u8cac\u4efb\u306b\u95a2\u3059\u308b\u61f8\u5ff5<\/li>\n<li class=\"toc-level-3\">4.3.4 \u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2IP\u306b\u95a2\u3059\u308b\u7279\u8a31\u8a34\u8a1f\u30ea\u30b9\u30af<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \u7523\u696d\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.5 \u898f\u5236\u74b0\u5883<\/li>\n<li class=\"toc-level-2\">4.6 \u6280\u8853\u7684\u5c55\u671b<\/li>\n<li class=\"toc-level-2\">4.7 \u7523\u696d\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5206\u6790<\/li>\n<li class=\"toc-level-2\">4.8 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790\n<ul>\n<li class=\"toc-level-3\">4.8.1 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.8.2 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/li>\n<li class=\"toc-level-3\">4.8.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.8.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/li>\n<li class=\"toc-level-3\">4.8.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.9 \u30de\u30af\u30ed\u7d4c\u6e08\u30b7\u30ca\u30ea\u30aa\u306e\u5206\u6790<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u7c73\u30c9\u30eb\u5efa\u3066\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \u30b5\u30fc\u30d0\u30fc\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.1.1 \u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\/\u6c4e\u7528\u30b5\u30fc\u30d0\u30fc<\/li>\n<li class=\"toc-level-3\">5.1.2 \u30b9\u30c8\u30ec\u30fc\u30b8 (JBOD\/JBOF) \u30b5\u30fc\u30d0\u30fc<\/li>\n<li class=\"toc-level-3\">5.1.3 \u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\/GPU\u30b5\u30fc\u30d0\u30fc<\/li>\n<li class=\"toc-level-3\">5.1.4 \u30a8\u30c3\u30b8\/\u30de\u30a4\u30af\u30ed\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30b5\u30fc\u30d0\u30fc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30ce\u30fc\u30c9<\/li>\n<li class=\"toc-level-3\">5.2.2 \u30b9\u30c8\u30ec\u30fc\u30b8\u30ce\u30fc\u30c9<\/li>\n<li class=\"toc-level-3\">5.2.3 \u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u30a4\u30c3\u30c1<\/li>\n<li class=\"toc-level-3\">5.2.4 \u96fb\u6e90\u68da\u3068\u51b7\u5374<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225\n<ul>\n<li class=\"toc-level-3\">5.3.1 x86<\/li>\n<li class=\"toc-level-3\">5.3.2 ARM<\/li>\n<li class=\"toc-level-3\">5.3.3 \u305d\u306e\u4ed6 (RISC-V\u3001Power)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u30bf\u30a4\u30d7\u5225\n<ul>\n<li class=\"toc-level-3\">5.4.1 \u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \u901a\u4fe1\u4e8b\u696d\u8005<\/li>\n<li class=\"toc-level-4\">5.4.1.3 Tier-2 CSP<\/li>\n<li class=\"toc-level-3\">5.4.2 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \u88fd\u9020\u696d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \u30d8\u30eb\u30b9\u30b1\u30a2<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \u653f\u5e9c<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \u81ea\u52d5\u8eca\/\u7523\u696d<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \u305d\u306e\u4ed6\u306e\u7523\u696d\u5206\u91ce<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \u5730\u57df\u5225\n<ul>\n<li class=\"toc-level-3\">5.5.1 \u5317\u7c73<\/li>\n<li class=\"toc-level-3\">5.5.2 \u5357\u7c73<\/li>\n<li class=\"toc-level-3\">5.5.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/li>\n<li class=\"toc-level-3\">5.5.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/li>\n<li class=\"toc-level-3\">5.5.5 \u4e2d\u6771<\/li>\n<li class=\"toc-level-3\">5.5.6 \u30a2\u30d5\u30ea\u30ab<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \u7af6\u5408\u74b0\u5883<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/li>\n<li class=\"toc-level-2\">6.2 \u6226\u7565\u7684\u52d5\u5411<\/li>\n<li class=\"toc-level-2\">6.3 \u4e3b\u89813\uff5e5\u793e\u306e\u30d9\u30f3\u30c0\u30fc\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/li>\n<li class=\"toc-level-2\">6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb (\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Quanta Cloud Technology (QCT)<\/li>\n<li class=\"toc-level-3\">6.4.2 Wiwynn Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Inspur Information<\/li>\n<li class=\"toc-level-3\">6.4.4 Foxconn (Hon Hai Precision)<\/li>\n<li class=\"toc-level-3\">6.4.5 Inventec Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Dell Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Hewlett Packard Enterprise Co.<\/li>\n<li class=\"toc-level-3\">6.4.8 Lenovo Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Super Micro Computer Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Hyve Solutions (TD SYNNEX)<\/li>\n<li class=\"toc-level-3\">6.4.11 Edgecore Networks Corp.<\/li>\n<li class=\"toc-level-3\">6.4.12 Vesper Technologies Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 ScaleUp Technologies GmbH<\/li>\n<li class=\"toc-level-3\">6.4.14 Penguin Solutions<\/li>\n<li class=\"toc-level-3\">6.4.15 Radisys Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 NVIDIA Corp.<\/li>\n<li class=\"toc-level-3\">6.4.17 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 Micron Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Eaton Corporation plc<\/li>\n<li class=\"toc-level-3\">6.4.20 Global Switch Ltd.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Open Compute Project (OCP) \u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u4e88\u6e2c\uff082030\u5e74\u307e\u3067\uff09<\/p>\n<p># \u6982\u8981<\/p>\n<p>Open Compute Project (OCP) \u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f322.5\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b762.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u306b\u304a\u3044\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0918.79%\u3067\u6210\u9577\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u5e02\u5834\u306e\u5805\u8abf\u306a\u6210\u9577\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u306aOEM\u88fd\u54c1\u3092\u907f\u3051\u3001\u30aa\u30ea\u30b8\u30ca\u30eb\u30c7\u30b6\u30a4\u30f3\u30e1\u30fc\u30ab\u30fc\uff08ODM\uff09\u304b\u3089\u76f4\u63a5\u3001\u5206\u96e2\u578b\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3092\u8cfc\u5165\u3059\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304b\u3089\u306e\u52e2\u3044\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6a19\u6e96\u5316\u3055\u308c\u305f48\u30dc\u30eb\u30c8\u96fb\u6e90\u3001\u6db2\u51b7\u5bfe\u5fdc\u30b7\u30e3\u30fc\u30b7\u3001\u30e9\u30c3\u30af\u30ec\u30d9\u30eb\u7d71\u5408\u3092\u901a\u3058\u3066\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u309220\uff5e30%\u524a\u6e1b\u3067\u304d\u308b\u70b9\u304c\u5927\u304d\u306a\u9b45\u529b\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u751f\u6210AI\u30af\u30e9\u30b9\u30bf\u30fc\u304c\u30e9\u30c3\u30af\u3042\u305f\u308a100kW\u3092\u8d85\u3048\u308b\u96fb\u529b\u6d88\u8cbb\u306b\u9054\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u3084\u4e2d\u6771\u306b\u304a\u3051\u308b\u30bd\u30d6\u30ea\u30f3\u30af\u30e9\u30a6\u30c9\u306e\u7fa9\u52d9\u5316\u3001\u6b27\u5dde\u306e\u5faa\u74b0\u7d4c\u6e08\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306a\u3069\u304c\u3001OCP\u30b5\u30fc\u30d0\u30fc\u306e\u5c0e\u5165\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u6db2\u51b7\u6280\u8853\u3084800G Ethernet\u306e\u767b\u5834\u306f\u3001\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u512a\u5148\u9806\u4f4d\u3092\u518d\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002ODM\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u696d\u754c\u6a19\u6e96\u306e90\u65e5\u306b\u5bfe\u305730\uff5e60\u65e5\u3068\u77ed\u3044\u3053\u3068\u3001\u96fb\u529b\u4f7f\u7528\u52b9\u7387\uff08PUE\uff09\u304c1.08\u306b\u8fd1\u3044\u3068\u3044\u3046\u5b9f\u5730\u30c7\u30fc\u30bf\u304c\u516c\u8868\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306a\u3069\u3001OCP\u30b5\u30fc\u30d0\u30fc\u304c\u63d0\u4f9b\u3059\u308b\u7d4c\u6e08\u7684\u304a\u3088\u3073\u6301\u7d9a\u53ef\u80fd\u6027\u306e\u5229\u70b9\u304c\u3001\u4e3b\u6d41\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b5\u30fc\u30d0\u30fc\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u30b5\u30a4\u30af\u30eb\u3092\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u5e02\u5834\u3092\u62e1\u5927\u3055\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30b5\u30fc\u30d0\u30fc\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306b\u306fCompute\/General-Purpose\u30b5\u30fc\u30d0\u30fc\u304cOCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306e46.80%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001Accelerator\/GPU\u30b5\u30fc\u30d0\u30fc\u306f2030\u5e74\u307e\u3067\u306b20.99%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225: 2024\u5e74\u306b\u306fCompute Nodes\u304cOCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306e42.35%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001Networking Switches\u306f2030\u5e74\u307e\u3067\u306b22.79%\u306eCAGR\u3067\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d7\u30ed\u30bb\u30c3\u30b5\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225: 2024\u5e74\u306b\u306fx86\u30c7\u30d0\u30a4\u30b9\u304c71.65%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001ARM\u30d9\u30fc\u30b9\u306e\u30c1\u30c3\u30d7\u306f2030\u5e74\u307e\u3067\u306b20.01%\u306eCAGR\u3067\u6700\u3082\u529b\u5f37\u3044\u6210\u9577\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u30bf\u30a4\u30d7\u5225: 2024\u5e74\u306e\u652f\u51fa\u3067\u306f\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c64.21%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306f2030\u5e74\u307e\u3067\u306b22.43%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u614b\u52e2\u304c\u6574\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: 2024\u5e74\u306b\u306f\u5317\u7c73\u304cOCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306e38.60%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f2030\u5e74\u307e\u3067\u306b21.45%\u306eCAGR\u3067\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p> \u63a8\u9032\u8981\u56e0<\/p>\n<p>1.  \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35:<br \/>\n    Microsoft\u3001Amazon\u3001\u304a\u3088\u3073\u65b0\u8208\u306e\u30bd\u30d6\u30ea\u30f3\u30af\u30e9\u30a6\u30c9\u304b\u3089\u306e\u5e74\u9593\u8a2d\u5099\u6295\u8cc7\u306f\u3001\u72ec\u81ea\u306e\u30d5\u30ec\u30fc\u30e0\u3088\u308a\u3082\u5206\u96e2\u578b\u30e9\u30c3\u30af\u3092\u512a\u5148\u3059\u308b\u30de\u30eb\u30c1\u30ae\u30ac\u30ef\u30c3\u30c8\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002Microsoft\u3068OpenAI\u306e1,000\u5104\u7c73\u30c9\u30eb\u306eStargate\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306f\u30012028\u5e74\u307e\u3067\u306b5GW\u306eAI\u5bb9\u91cf\u3092\u76ee\u6307\u3057\u3001GB200 NVL72\u30af\u30e9\u30b9\u30bf\u30fc\u5411\u3051\u306b48\u30dc\u30eb\u30c8\u6db2\u51b7ORv3\u30e9\u30c3\u30af\u3092\u6a19\u6e96\u5316\u3057\u3066\u3044\u307e\u3059\u3002Meta\u306eCatalina\u5c55\u958b\u306f\u3001140kW\u306e\u9ad8\u6027\u80fd\u30e9\u30c3\u30af\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u63a8\u8ad6\u901f\u5ea6\u304c30\u500d\u3001\u30c8\u30fc\u30af\u30f3\u3042\u305f\u308a\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u304c25\u500d\u5411\u4e0a\u3059\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002Dell\u306eIR7000\u306b\u304a\u3051\u308b\u30e9\u30c3\u30af\u3042\u305f\u308a480kW\u306e\u6db2\u51b7\u30a8\u30f3\u30d9\u30ed\u30fc\u30d7\u306f\u3001\u7a7a\u51b7OEM\u30b7\u30e3\u30fc\u30b7\u3067\u306f\u9054\u6210\u3067\u304d\u306a\u3044\u5bc6\u5ea6\u5411\u4e0a\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306e\u516c\u7684\u6295\u8cc7\u30d5\u30a1\u30f3\u30c9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u3001\u7c73\u56fd\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u9752\u5199\u771f\u3092\u518d\u73fe\u3057\u3001\u5730\u57df\u306e\u30c7\u30b8\u30bf\u30eb\u4e3b\u6a29\u76ee\u6a19\u306e\u305f\u3081\u306bOCP\u4ed5\u69d8\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.  AI\/ML\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5c55\u958b\u30b5\u30a4\u30af\u30eb\u306e\u8fc5\u901f\u5316:<br \/>\n    NVIDIA\u306eHopper\u304b\u3089Blackwell\u3001\u305d\u3057\u3066Rubin\u3078\u3068\u7d9a\u304f\u5e74\u9593\u30ea\u30ea\u30fc\u30b9\u30b5\u30a4\u30af\u30eb\u306f\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u30ea\u30d5\u30ec\u30c3\u30b7\u30e5\u671f\u9593\u309212\uff5e18\u30f6\u6708\u306b\u77ed\u7e2e\u3057\u3066\u304a\u308a\u3001\u30e9\u30c3\u30af\u306e\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u306b\u89e6\u308c\u308b\u3053\u3068\u306a\u304fGPU\u3092\u4ea4\u63db\u3067\u304d\u308b\u30e2\u30b8\u30e5\u30e9\u30fc\u578b\u30b9\u30ec\u30c3\u30c9\u304c\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002Wiwynn\u3084Quanta\u306a\u3069\u306eODM\u306f\u3001OEM\u3068\u6bd4\u8f03\u3057\u3066\u691c\u8a3c\u6642\u9593\u3092\u534a\u5206\u306b\u77ed\u7e2e\u3057\u300130\uff5e60\u65e5\u4ee5\u5185\u306b\u4e8b\u524d\u8a8d\u8a3c\u6e08\u307f\u30b7\u30b9\u30c6\u30e0\u3092\u51fa\u8377\u3057\u3066\u304a\u308a\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30e9\u30c3\u30af\u306e\u5c0e\u5165\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002Dell\u306f\u30012026\u5e74\u307e\u3067\u306bAI\u304c\u7dcf\u51e6\u7406\u80fd\u529b\u306e50%\u3092\u5360\u3081\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001\u9ad8\u5bc6\u5ea6GPU\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u306b\u30c7\u30fc\u30bf\u3092\u4f9b\u7d66\u3059\u308bNVMe-oF\u30b9\u30c8\u30ec\u30fc\u30b8\u30b5\u30fc\u30d0\u30fc\u306e\u9700\u8981\u3092\u5f37\u3081\u3066\u3044\u307e\u3059\u3002Microsoft\u304c2024\u5e74\u306b1,400\uff5e1,500\u53f0\u306eNVL72\u30e9\u30c3\u30af\u3092\u5358\u72ec\u3067\u767a\u6ce8\u3057\u305f\u3053\u3068\u306f\u3001\u5373\u6642\u5c55\u958b\u306e\u898f\u6a21\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3.  \u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u96fb\u529b\u52b9\u7387:<br \/>\n    Open Rack v3\u306f48\u30dc\u30eb\u30c8\u914d\u96fb\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001\u5909\u63db\u640d\u5931\u30927%\u306b\u524a\u6e1b\u3057\u3001\u96fb\u529b\u6599\u91d1\u304c0.10\u7c73\u30c9\u30eb\/kWh\u306e\u5834\u5408\u3001\u5e74\u95931MW\u3042\u305f\u308a50,000\u7c73\u30c9\u30eb\u3092\u7bc0\u7d04\u3067\u304d\u307e\u3059\u3002Meta\u306f1.08\u3068\u3044\u3046PUE\u3092\u5831\u544a\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u5f93\u6765\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5e73\u5747\u3092\u5927\u5e45\u306b\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001AWS\u306f99%\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u518d\u5229\u7528\u7387\u3092\u793a\u3057\u3001\u30b5\u30fc\u30d0\u30fc\u306e\u5bff\u547d\u30925\u5e74\u304b\u30896\u5e74\u306b\u5ef6\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6539\u5584\u306f\u3001\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u309220\uff5e30%\u524a\u6e1b\u3059\u308b\u3053\u3068\u306b\u3064\u306a\u304c\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u30b5\u30dd\u30fc\u30c8\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u304c\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30d1\u30a4\u30ed\u30c3\u30c8\u3092\u52a0\u901f\u3055\u305b\u308b\u4e3b\u8981\u306a\u7d4c\u6e08\u7684\u8a98\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4.  Telco Edge\u3067\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c85G\u30de\u30a4\u30af\u30ed\u30b5\u30a4\u30c8\u5c0e\u5165:<br \/>\n    \u901a\u4fe1\u4e8b\u696d\u8005\u306f\u3001\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u7d4c\u6e08\u6027\u306810\u30df\u30ea\u79d2\u672a\u6e80\u306e\u4f4e\u9045\u5ef6\u3092\u8981\u6c42\u3059\u308bOpen RAN\u304a\u3088\u3073\u30d7\u30e9\u30a4\u30d9\u30fc\u30c85G\u306e\u5c55\u958b\u306e\u305f\u3081\u306bOCP\u30ae\u30a2\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002Dish\u306e\u7c73\u56fd\u5168\u571f\u3067\u306e\u5c55\u958b\u3067\u306f\u3001\u72ec\u81ea\u306e\u7121\u7dda\u6a5f\u5668\u309221\u30a4\u30f3\u30c1\u306e\u30a8\u30c3\u30b8\u30b5\u30fc\u30d0\u30fc\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001\u30b5\u30a4\u30c8\u306e\u8a2d\u5099\u6295\u8cc7\u304c30%\u524a\u6e1b\u3055\u308c\u305f\u3068\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u697d\u5929\u30b7\u30f3\u30d5\u30a9\u30cb\u30fc\u306f\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30c3\u30af\u30b9\u30b9\u30a4\u30c3\u30c1\u3068OCP\u30b5\u30fc\u30d0\u30fc\u3092\u7d71\u5408\u3057\u305f\u30bf\u30fc\u30f3\u30ad\u30fc\u306eOpen RAN\u30b9\u30bf\u30c3\u30af\u3092\u4e16\u754c\u4e2d\u3067\u63d0\u4f9b\u3057\u3001\u7523\u696d\u7528IoT\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u53b3\u3057\u3044\u4f4e\u9045\u5ef6\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u6291\u5236\u8981\u56e0<\/p>\n<p>1.  \u30ec\u30ac\u30b7\u30fc\u30a4\u30f3\u30d5\u30e9\u3068\u306e\u7d71\u5408\u306e\u8907\u96d1\u3055:<br \/>\n    \u307b\u3068\u3093\u3069\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30c7\u30fc\u30bf\u30db\u30fc\u30eb\u306f\u4f9d\u7136\u3068\u3057\u306619\u30a4\u30f3\u30c1\u30e9\u30c3\u30af\u306812\u30dc\u30eb\u30c8\u30ec\u30fc\u30eb\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u305f\u3081\u300121\u30a4\u30f3\u30c1\u300148\u30dc\u30eb\u30c8\u306eOCP\u30d5\u30ec\u30fc\u30e0\u3092\u7d71\u5408\u3059\u308b\u306b\u306f\u3001\u65b0\u3057\u3044\u914d\u96fb\u3001\u30d5\u30ea\u30fc\u30a2\u30af\u30bb\u30b9\u30d5\u30ed\u30a2\u306e\u30ec\u30a4\u30a2\u30a6\u30c8\u3001\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u51b7\u6c34\u30eb\u30fc\u30d7\u306e\u8a2d\u7f6e\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u30022024\u5e74\u306eUptime Institute\u306e\u8abf\u67fb\u3067\u306f\u3001\u6b27\u5dde\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3067OCP\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u6301\u3064\u4f01\u696d\u306f\u308f\u305a\u304b14%\u3067\u3042\u308a\u3001\u5317\u7c73\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u304a\u3051\u308b42%\u306e\u666e\u53ca\u7387\u3068\u306f\u5bfe\u7167\u7684\u3067\u3057\u305f\u3002\u30b9\u30c8\u30ec\u30fc\u30b8\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3084\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u4f53\u5236\u304c\u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u7ba1\u7406\u30b9\u30bf\u30c3\u30af\u3068\u76f8\u4e92\u904b\u7528\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u3001\u7d71\u5408\u671f\u9593\u306f3\u500d\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30c8\u30dd\u30ed\u30b8\u30fc\u3092\u63a1\u7528\u3059\u308b\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u72ec\u81ea\u306e\u30b9\u30c8\u30ec\u30fc\u30b8\u30a2\u30ec\u30a4\u3068OCP GPU\u30e9\u30c3\u30af\u3092\u8abf\u548c\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u521d\u671f\u8a2d\u5099\u6295\u8cc7\u306b15\uff5e20%\u591a\u304f\u4e88\u7b97\u3092\u8a08\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.  \u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8\u3068\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u4e0d\u8db3:<br \/>\n    OEM\u306f4\u6642\u9593\u4ee5\u5185\u306e\u30aa\u30f3\u30b5\u30a4\u30c8\u30b5\u30dd\u30fc\u30c8\u3068\u88dc\u511f\u6761\u9805\u3092\u7d04\u675f\u3057\u307e\u3059\u304c\u3001ODM\u306e\u4fdd\u8a3c\u306f\u591a\u304f\u306e\u5834\u5408\u3001\u6700\u592710\u65e5\u304b\u304b\u308b\u30c7\u30dd\u4fee\u7406\u306b\u9650\u5b9a\u3055\u308c\u308b\u305f\u3081\u3001\u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306b\u4e3b\u306b\u4f9d\u5b58\u3059\u308b\u65bd\u8a2d\u3067\u306f\u4fdd\u967a\u6599\u304c\u6700\u592715%\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Vicor\u304cDelta\u3001Foxconn\u3001Quanta\u306b\u5bfe\u3057\u3066\u63d0\u8d77\u3057\u305f48\u30dc\u30eb\u30c8\u96fb\u6e90\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u95a2\u3059\u308b\u9032\u884c\u4e2d\u306e\u7279\u8a31\u8a34\u8a1f\u306f\u3001\u7279\u306b\u30d8\u30eb\u30b9\u30b1\u30a2\u3084\u653f\u5e9c\u306e\u5165\u672d\u306b\u304a\u3044\u3066\u3001\u8abf\u9054\u3092\u505c\u6ede\u3055\u305b\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u6cd5\u7684\u30ea\u30b9\u30af\u3092\u5897\u5927\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u5f93\u6765\u306e\u30d9\u30f3\u30c0\u30fc\u306fDell\u306eIR7000\u3084Lenovo ThinkSystem SR\u30e9\u30a4\u30f3\u306e\u3088\u3046\u306aOCP\u6e96\u62e0\u30b7\u30b9\u30c6\u30e0\u3092\u767a\u58f2\u3057\u3001\u30aa\u30fc\u30d7\u30f3\u30c7\u30b6\u30a4\u30f3\u3068\u6163\u308c\u89aa\u3057\u3093\u3060\u30b5\u30fc\u30d3\u30b9\u5951\u7d04\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u8cac\u4efb\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u3092\u8efd\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p> \u30b5\u30fc\u30d0\u30fc\u30bf\u30a4\u30d7\u5225: GPU\u30e9\u30c3\u30af\u304c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u69cb\u7bc9\u3092\u518d\u5f62\u6210<\/p>\n<p>\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f20.99%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304c72-GPU NVL72\u304a\u3088\u3073MI325X\u30a8\u30f3\u30af\u30ed\u30fc\u30b8\u30e3\uff08\u6700\u5927140kW\u3092\u6d88\u8cbb\uff09\u306b\u6a19\u6e96\u5316\u3055\u308c\u308b\u306b\u3064\u308c\u3066\u3001\u5f93\u6765\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u652f\u51fa\u3092\u51cc\u99d5\u3059\u308b\u3067\u3057\u3087\u3046\u3002Compute\u304a\u3088\u3073General-Purpose\u30e6\u30cb\u30c3\u30c8\u306f2024\u5e74\u306eOpen Compute Project\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306746.80%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u304c\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304cAI\u306b\u7279\u5316\u3057\u305f\u30ce\u30fc\u30c9\u306b\u4e88\u7b97\u3092\u632f\u308a\u5411\u3051\u305f\u305f\u3081\u3001\u305d\u306e\u62e1\u5927\u306f10%\u53f0\u534a\u3070\u306b\u920d\u5316\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Meta\u306eCatalina\u5c55\u958b\u306f30\u500d\u306e\u63a8\u8ad6\u6027\u80fd\u5411\u4e0a\u3092\u691c\u8a3c\u3057\u3001Microsoft\u306e1,400\u30e9\u30c3\u30af\u4ee5\u4e0a\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3001\u3059\u3067\u306b\u9032\u884c\u4e2d\u306e\u30d5\u30ea\u30fc\u30c8\u5168\u4f53\u306e\u79fb\u884c\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002EDSFF\u30c9\u30e9\u30a4\u30d6\u3092\u642d\u8f09\u3057\u305f\u30b9\u30c8\u30ec\u30fc\u30b8\u30b9\u30ec\u30c3\u30c9\u306f\u3001\u30da\u30bf\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3068GPU\u30e1\u30e2\u30ea\u9593\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306b\u300118.2%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002Open RAN\u304a\u3088\u30735G\u306e\u9375\u3068\u306a\u308b\u30a8\u30c3\u30b8\u304a\u3088\u3073\u30de\u30a4\u30af\u30ed\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30e6\u30cb\u30c3\u30c8\u306f\u300119.5%\u306eCAGR\u3067\u9032\u5c55\u3057\u3066\u304a\u308a\u3001\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u30b3\u30b9\u30c8\u30ab\u30fc\u30d6\u3092\u6c42\u3081\u308b\u901a\u4fe1\u4e8b\u696d\u8005\u9593\u3067\u65b0\u305f\u306aOpen Compute Project\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u6a5f\u4f1a\u3092\u78ba\u7acb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5225: 800G\u5c0e\u5165\u306b\u3088\u308a\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u30b9\u30a4\u30c3\u30c1\u304c\u6025\u5897<\/p>\n<p>Compute nodes\u306f2024\u5e74\u306b42.35%\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001Networking switches\u306f22.79%\u306eCAGR\u3067\u6210\u9577\u3092\u727d\u5f15\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304cGPU\u9593\u63a5\u7d9a\u306e\u305f\u3081\u306b800\u30ae\u30ac\u30d3\u30c3\u30c8Ethernet\u3092\u5c55\u958b\u3057\u3001OCP\u30e9\u30c3\u30af\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u5206\u6563\u578b\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3092\u63a1\u7528\u3057\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002Meta\u3068Microsoft\u306f2024\u5e74\u306b800\u30ae\u30ac\u30d3\u30c3\u30c8Ethernet\u3092\u5c55\u958b\u3057\u30013.6\u30c6\u30e9\u30d3\u30c3\u30c8\/\u79d2\u306e\u30d0\u30a4\u30bb\u30af\u30b7\u30e7\u30f3\u5e2f\u57df\u5e45\u3092\u5fc5\u8981\u3068\u3059\u308bNVIDIA GB200 NVL72\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001\u5f93\u6765\u306e\u30c8\u30c3\u30d7\u30aa\u30d6\u30e9\u30c3\u30af\uff08ToR\uff09\u30b9\u30a4\u30c3\u30c1\u306f\u3001\u30ec\u30a4\u30c6\u30f3\u30b7\u309240%\u524a\u6e1b\u3059\u308b\u30b7\u30f3\u30b0\u30eb\u30c1\u30c3\u30d7\u8a2d\u8a08\u306b\u7f6e\u304d\u63db\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Open Rack v3\u4ed5\u69d8\u3067\u6a19\u6e96\u5316\u3055\u308c\u305f48\u30dc\u30eb\u30c8\u914d\u96fb\u3078\u306e\u79fb\u884c\u306f\u3001\u5909\u63db\u640d\u5931\u309212%\u304b\u30897%\u306b\u524a\u6e1b\u3057\u3001\u96fb\u529b\u6599\u91d1\u304c0.10\u7c73\u30c9\u30eb\/kWh\u306e\u5834\u5408\u3001\u30e1\u30ac\u30ef\u30c3\u30c8\u3042\u305f\u308a\u5e74\u959350,000\u7c73\u30c9\u30eb\u306e\u7bc0\u7d04\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002Vicor\u304cDelta Electronics\u3001Foxconn\u3001Quanta\u306b\u5bfe\u3057\u3066\u63d0\u8d77\u3057\u305f48\u30dc\u30eb\u30c8\u96fb\u6e90\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u95a2\u3059\u308b\u7279\u8a31\u8a34\u8a1f\u306f\u3001\u6f5c\u5728\u7684\u306a\u5dee\u3057\u6b62\u3081\u547d\u4ee4\u304c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3078\u306e\u51fa\u8377\u3092\u505c\u6b62\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30ea\u30b9\u30af\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002Dell\u306eIR7000\u306f\u3001\u30e9\u30c3\u30af\u3042\u305f\u308a\u6700\u5927480\u30ad\u30ed\u30ef\u30c3\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u6db2\u51b7\u30de\u30cb\u30db\u30fc\u30eb\u30c9\u3092\u7d71\u5408\u3057\u3066\u304a\u308a\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8AI\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u5c55\u958b\u3059\u308b\u4f01\u696d\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u30d7\u30ed\u30bb\u30c3\u30b5\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5225: \u30af\u30e9\u30a6\u30c9\u30cd\u30a4\u30c6\u30a3\u30d6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3067ARM\u304c\u512a\u4f4d\u306b<\/p>\n<p>ARM\u30d9\u30fc\u30b9\u306e\u30b7\u30b9\u30c6\u30e0\u306f20.01%\u306e\u30da\u30fc\u30b9\u3067\u6210\u9577\u3057\u3001x86\u304c2024\u5e74\u306b\u4fdd\u6301\u3057\u305f71.65%\u306e\u7259\u57ce\u3092\u5f90\u3005\u306b\u4fb5\u98df\u3057\u3066\u3044\u307e\u3059\u3002AWS Graviton4\u3001Microsoft Cobalt 100\u3001Ampere Altra Max\u306f\u3059\u3079\u3066\u3001\u30b3\u30f3\u30c6\u30ca\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u5bfe\u3057\u306640%\u512a\u308c\u305f\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u6027\u80fd\u3092\u8a87\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u3088\u308a\u4f4e\u3044\u30a8\u30cd\u30eb\u30ae\u30fc\u5bc6\u5ea6\u3068\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3092\u8ffd\u6c42\u3059\u308b\u4e0a\u3067\u91cd\u8981\u306a\u6307\u6a19\u3067\u3059\u3002<\/p>\n<p>RISC-V\u8a55\u4fa1\u30dc\u30fc\u30c9\u306f\u307e\u3060\u8a66\u4f5c\u6bb5\u968e\u306b\u3042\u308a\u3001\u5f53\u9762\u306e\u7af6\u4e89\u306f\u5b9f\u8cea\u7684\u306bARM\u3068x86\u306e\u9593\u3067\u5c55\u958b\u3055\u308c\u3066\u3044\u307e\u3059\u3002Intel Xeon 6\u304a\u3088\u3073AMD EPYC\u7b2c5\u4e16\u4ee3\u306e\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u8a2d\u8a08\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u304a\u3088\u3073\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3044\u3066x86\u306e\u6027\u80fd\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001DC-MHS v2\u306e\u4e0b\u3067\u627f\u8a8d\u3055\u308c\u305f\u3001\u4e21\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u4e26\u5b58\u3067\u304d\u308b\u300c\u30df\u30c3\u30af\u30b9\u30a2\u30f3\u30c9\u30de\u30c3\u30c1\u300d\u30e9\u30c3\u30af\u6226\u7565\u306e\u5897\u52a0\u306f\u3001Open Compute Project\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u304a\u3051\u308b\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u4fca\u654f\u6027\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u30bf\u30a4\u30d7\u5225: \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u304c\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8AI\u5c55\u958b\u3092\u52a0\u901f<\/p>\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3084\u901a\u4fe1\u4e8b\u696d\u8005\u3092\u542b\u3080\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c2024\u5e74\u306e\u51fa\u8377\u91cf\u306e64.21%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u5c0e\u5165\u306f\u3088\u308a\u6025\u5cfb\u306a\u8ecc\u9053\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u5e74\u959322.43%\u306e\u5272\u5408\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u8eca\u4f01\u696d\u304c\u5148\u884c\u3057\u3001\u30af\u30e9\u30a6\u30c9\u6599\u91d1\u3092\u56de\u907f\u3057\u3064\u3064IP\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306b\u3001\u793e\u5185GPU\u30d5\u30a1\u30fc\u30e0\u3067\u81ea\u52d5\u904b\u8ee2\u8eca\u30e2\u30c7\u30eb\u3092\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d8\u30eb\u30b9\u30b1\u30a2\u304a\u3088\u3073\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u306f\u3001\u305d\u308c\u305e\u308c\u753b\u50cf\u51e6\u7406\u304a\u3088\u3073\u4e0d\u6b63\u691c\u51fa\u30af\u30e9\u30b9\u30bf\u30fc\u3067\u540c\u69d8\u306e\u5236\u5fa1\u3092\u8ffd\u6c42\u3057\u3066\u304a\u308a\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30cd\u30a4\u30c6\u30a3\u30d6\u4f01\u696d\u3092\u8d85\u3048\u305f\u5e45\u5e83\u3044\u9b45\u529b\u304c\u78ba\u8a8d\u3055\u308c\u3066\u3044\u307e\u3059\u3002Tier-2\u30af\u30e9\u30a6\u30c9\u306fODM\u4fa1\u683c\u3092\u5229\u7528\u3057\u3066\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u65e2\u5b58\u4f01\u696d\u3068\u7af6\u4e89\u3057\u3001\u901a\u4fe1\u4e8b\u696d\u8005\u306fOpen RAN\u5411\u3051\u306b21\u30a4\u30f3\u30c1\u30a8\u30c3\u30b8\u30b5\u30fc\u30d0\u30fc\u306b\u4f9d\u5b58\u3057\u3066\u30b5\u30a4\u30c8\u306eTCO\u309230%\u524a\u6e1b\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u304cOCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306e\u9577\u671f\u7684\u306a\u8010\u4e45\u6027\u3092\u652f\u3048\u308b\u591a\u69d8\u306a\u9700\u8981\u30df\u30c3\u30af\u30b9\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u5730\u57df\u5206\u6790<\/p>\n<p>\u5317\u7c73\u306f2024\u5e74\u306b38.60%\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30d0\u30fc\u30b8\u30cb\u30a2\u5dde\u5317\u90e8\u3001\u30aa\u30ec\u30b4\u30f3\u5dde\u3001\u30c6\u30ad\u30b5\u30b9\u5dde\u306b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u304c\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u8d77\u56e0\u3057\u307e\u3059\u3002\u5e02\u5834\u306e\u6210\u719f\u5ea6\u3001\u571f\u5730\u306e\u5e0c\u5c11\u6027\u3001\u96fb\u529b\u7db2\u3078\u306e\u5727\u529b\u306b\u3088\u308aCAGR\u306f17.8%\u306b\u920d\u5316\u3057\u3066\u3044\u307e\u3059\u304c\u3001Microsoft\u306eStargate\u30e9\u30c3\u30af\u306e\u3088\u3046\u306a\u6ce8\u6587\u306f\u4f9d\u7136\u3068\u3057\u3066\u5168\u4f53\u306e\u53ce\u76ca\u30d7\u30fc\u30eb\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002Dell\u306eIR7000\u3084AMD\u306eZT Systems\u8cb7\u53ce\u306f\u3001\u5782\u76f4\u7d71\u5408\u306e\u62e1\u5927\u3068\u3001\u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30b5\u30dd\u30fc\u30c8\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u61f8\u5ff5\u3059\u308b\u56fd\u5185\u4f01\u696d\u5411\u3051\u306eOEM\u306b\u3088\u308b\u5bfe\u6297\u7b56\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u30012030\u5e74\u307e\u3067\u306b\u6700\u3082\u9ad8\u304421.45%\u306eCAGR\u3092\u793a\u3059\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u53f0\u6e7e\u306eFoxconn\u3001Wiwynn\u3001Quanta\u3001Inventec\u306f\u3001\u4e16\u754c\u4e2d\u306eOCP\u30b5\u30fc\u30d0\u30fc\u751f\u7523\u91cf\u306e60%\u3092\u5360\u3081\u3001\u30a4\u30f3\u30c9\u3001\u30a4\u30f3\u30c9\u30cd\u30b7\u30a2\u3001\u30d9\u30c8\u30ca\u30e0\u3067\u6210\u9577\u3059\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u7684\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u306b\u95a2\u3059\u308b\u6307\u4ee4\u304c\u73fe\u5730\u3067\u306e\u7d44\u307f\u7acb\u3066\u3092\u512a\u5148\u3059\u308b\u3053\u3068\u3067\u5c55\u958b\u304c\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u697d\u5929\u30b7\u30f3\u30d5\u30a9\u30cb\u30fc\u306eOpen RAN\u6210\u529f\u4e8b\u4f8b\u306f\u3001\u5730\u57df\u5168\u4f53\u306710\u30df\u30ea\u79d2\u672a\u6e80\u306e\u7523\u696d\u7528IoT\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306e\u6ce8\u6587\u3092\u523a\u6fc0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6b27\u5dde\u5730\u57df\u3082\u3001\u9650\u3089\u308c\u305f\u53c2\u7167\u4e8b\u4f8b\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u65ad\u7247\u5316\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u59d4\u4efb\u898f\u52472024\/1364\u306f\u30012024\u5e749\u6708\u4ee5\u964d\u3001500kW\u3092\u8d85\u3048\u308b\u30c7\u30fc\u30bf\u30db\u30fc\u30eb\u306b\u5bfe\u3057\u3001PUE\u3001WUE\u3001\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u5272\u5408\u3092\u958b\u793a\u3059\u308b\u3053\u3068\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u76e3\u67fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u5bb9\u6613\u306b\u3059\u308bOCP\u30e9\u30c3\u30af\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u6027\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3092\u5968\u52b1\u3057\u3066\u3044\u307e\u3059\u3002\u5357\u7c73\u5730\u57df\u3082\u3001\u30d6\u30e9\u30b8\u30eb\u3068\u30a2\u30eb\u30bc\u30f3\u30c1\u30f3\u304c\u30af\u30e9\u30a6\u30c9\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3092\u62e1\u5927\u3059\u308b\u306b\u3064\u308c\u3066\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u4e2d\u6771\uff08\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306e60\u5104\u7c73\u30c9\u30eb\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30d5\u30a1\u30f3\u30c9\u306b\u727d\u5f15\u3055\u308c\u308b\uff09\u3068\u30a2\u30d5\u30ea\u30ab\u306f\u3001G42\u306e\u30b1\u30cb\u30a2\u306eAzure\u30ea\u30fc\u30b8\u30e7\u30f3\u306e\u3088\u3046\u306b\u3001\u5730\u71b1\u767a\u96fb\u306e\u30a8\u30c3\u30b8\u30be\u30fc\u30f3\u3092\u958b\u767a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u7af6\u5408\u72b6\u6cc1<\/p>\n<p>2024\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u7d0460%\u304c\u4e0a\u4f4d10\u793e\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001Open Compute Project\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306b\u7d71\u5408\u3055\u308c\u3064\u3064\u3082\u6fc0\u3057\u3044\u7af6\u4e89\u304c\u7e70\u308a\u5e83\u3052\u3089\u308c\u308b\u5206\u91ce\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002Foxconn\u306f\u3001\u8a18\u9332\u7684\u306aGB200\u306e\u5272\u308a\u5f53\u3066\u306b\u3088\u308a\u30012024\u5e74\u306b\u306f\u4e16\u754c\u6700\u5927\u306e\u30b5\u30fc\u30d0\u30fc\u30d9\u30f3\u30c0\u30fc\u306b\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u4e00\u65b9\u3001Super Micro\u306e38.5\u5104\u7c73\u30c9\u30eb\u306e\u4f1a\u8a08\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u53ce\u76ca\u306f\u3001\u524d\u5e74\u6bd43\u6841\u6210\u9577\u3068\u3001\u5f93\u6765\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u77ed\u7e2e\u3059\u308b30\u65e5\u9593\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306e\u7d04\u675f\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>AMD\u306eZT Systems\u306b\u5bfe\u3059\u308b49\u5104\u7c73\u30c9\u30eb\u306e\u8cb7\u53ce\u5951\u7d04\u306f\u3001\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u304c\u8a2d\u8a08\u3092\u6240\u6709\u3057\u3064\u3064\u3001\u53d7\u8a17\u88fd\u9020\u306e\u4e2d\u7acb\u6027\u3092\u7dad\u6301\u3059\u308b\u3068\u3044\u3046\u91ce\u5fc3\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u5782\u76f4\u7d71\u5408\u578b\u30b7\u30ea\u30b3\u30f3\u30cf\u30a6\u30b9\u3068\u65e2\u5b58\u306eODM\u3068\u306e\u5c06\u6765\u306e\u7af6\u4e89\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002Dell\u3001HPE\u3001Lenovo\u306f\u3001IR7000\u3001Cray EX\u3001ThinkSystem SR\u30e9\u30a4\u30f3\u3092\u542b\u3080\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u6226\u7565\u3092\u767a\u8868\u3057\u3066\u304a\u308a\u3001OCP\u306e\u30aa\u30fc\u30d7\u30f3\u6027\u3068\u30d5\u30eb\u30b5\u30fc\u30d3\u30b9\u5951\u7d04\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u30ae\u30e3\u30c3\u30d7\u306b\u8e8a\u8e87\u3059\u308b\u4f01\u696d\u3092\u8a98\u81f4\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5faa\u74b0\u7d4c\u6e08\u306e\u30cb\u30c3\u30c1\u5e02\u5834\u3082\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u304a\u308a\u3001AWS\u306f2,350\u4e07\u500b\u306e\u518d\u5229\u7528\u90e8\u54c1\u3068\u30d5\u30ea\u30fc\u30c8\u5185\u3067\u306e99%\u306e\u518d\u5229\u7528\u7387\u3092\u5831\u544a\u3057\u3066\u304a\u308a\u3001\u518d\u751f\u5e02\u5834\u306e\u5e74\u959325%\u306e\u6210\u9577\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002Vicor\u306e48\u30dc\u30eb\u30c8\u30e2\u30b8\u30e5\u30fc\u30eb\u8a34\u8a1f\u306e\u3088\u3046\u306a\u7279\u8a31\u7d1b\u4e89\u306f\u3001\u4f9b\u7d66\u306e\u7d99\u7d9a\u6027\u3092\u8105\u304b\u3059\u4e00\u65b9\u3067\u3001\u4fc2\u4e89\u4e2d\u306eIP\u3092\u56de\u907f\u3059\u308b\u96fb\u529b\u5909\u63db\u8a2d\u8a08\u306b\u304a\u3051\u308b\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u30db\u30ef\u30a4\u30c8\u30dc\u30c3\u30af\u30b9\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u5c02\u9580\u4f01\u696d\u3067\u3042\u308bEdgecore\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30ebEthernet\u30dd\u30fc\u30c8\u306e15%\u306e\u30b7\u30a7\u30a2\u3092\u4e3b\u5f35\u3057\u3066\u304a\u308a\u3001\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u304c40%\u4f4e\u3044\u3053\u3068\u3092\u5f37\u8abf\u3057\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u5c64\u5168\u4f53\u306b\u308f\u305f\u308b\u7d99\u7d9a\u7684\u306a\u4fa1\u683c\u5727\u529b\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Open Compute Project (OCP) \u30b5\u30fc\u30d0\u30fc\u696d\u754c\u306e\u4e3b\u8981\u30ea\u30fc\u30c0\u30fc:<br \/>\n*   Quanta Cloud Technology (QCT)<br \/>\n*   Wiwynn Corporation<br \/>\n*   Inspur Information<br \/>\n*   Foxconn (Hon Hai Precision)<br \/>\n*   Inventec Corporation<\/p>\n<p># \u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e741\u6708: Microsoft\u3068OpenAI\u306f\u3001OCP\u6e96\u62e0\u306eGPU\u30e9\u30c3\u30af\u3068\u6db2\u51b7\u30b7\u30b9\u30c6\u30e0\u3092\u5099\u3048\u30012028\u5e74\u307e\u3067\u306b5GW\u306eAI\u5bb9\u91cf\u3092\u76ee\u6307\u30591,000\u5104\u7c73\u30c9\u30eb\u306eStargate\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e7410\u6708: Dell Technologies\u306f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u30af\u30e9\u30b9\u30bf\u30fc\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u3001480kW\u306e\u6db2\u51b7\u3068\u30e2\u30b8\u30e5\u30e9\u30fc\u578bGPU\u30c8\u30ec\u30a4\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308bOCP\u6e96\u62e0\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308bPowerEdge XR7000 (IR7000) \u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30ebOpen Compute Project (OCP) \u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3044\u305f\u3057\u307e\u3059\u3002\u5e02\u5834\u306e\u5b9a\u7fa9\u3001\u8abf\u67fb\u65b9\u6cd5\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u304b\u3089\u59cb\u307e\u308a\u3001\u5e02\u5834\u306e\u72b6\u6cc1\u3001\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\u3001\u7af6\u4e89\u74b0\u5883\u3001\u5e02\u5834\u6a5f\u4f1a\u3001\u5c06\u6765\u306e\u5c55\u671b\u306b\u81f3\u308b\u307e\u3067\u3001\u591a\u5c90\u306b\u308f\u305f\u308b\u60c5\u5831\u304c\u7db2\u7f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001OCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u3092\u30b5\u30fc\u30d0\u30fc\u30bf\u30a4\u30d7\uff08\u6c4e\u7528\/\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30b5\u30fc\u30d0\u30fc\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u30b5\u30fc\u30d0\u30fc\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\/GPU\u30b5\u30fc\u30d0\u30fc\u3001\u30a8\u30c3\u30b8\/\u30de\u30a4\u30af\u30ed\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30b5\u30fc\u30d0\u30fc\uff09\u3001\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\uff08\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u30ce\u30fc\u30c9\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u30ce\u30fc\u30c9\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u30b9\u30a4\u30c3\u30c1\u3001\u96fb\u6e90\u30b7\u30a7\u30eb\u30d5\u304a\u3088\u3073\u51b7\u5374\uff09\u3001\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\uff08x86\u3001ARM\u3001\u305d\u306e\u4ed6\uff09\u3001\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u30bf\u30a4\u30d7\uff08\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u5317\u7c73\u3001\u5357\u7c73\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u4e2d\u6771\u3001\u30a2\u30d5\u30ea\u30ab\uff09\u5225\u306b\u8a73\u7d30\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001USD\u3067\u306e\u5e02\u5834\u4e88\u6e2c\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u8abf\u67fb\u7d50\u679c\u3068\u3057\u3066\u3001OCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306f2025\u5e74\u306b322.5\u5104\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b762.8\u5104\u30c9\u30eb\u306b\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u304a\u3088\u3073GPU\u30e9\u30c3\u30af\u306f\u30012030\u5e74\u307e\u3067\u306b\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0920.99%\u3067\u6700\u3082\u6025\u901f\u306a\u6210\u9577\u3092\u9042\u3052\u308b\u30b5\u30fc\u30d0\u30fc\u30bf\u30a4\u30d7\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u96fb\u529b\u52b9\u7387\u306e\u5411\u4e0a\u3001\u9ad8\u3044\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u6027\u3068\u67d4\u8edf\u6027\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35\u3001AI\/ML\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u8fc5\u901f\u306a\u5c55\u958b\u30b5\u30a4\u30af\u30eb\u3001\u518d\u751fOCP\u6a5f\u5668\u306b\u5bfe\u3059\u308b\u5faa\u74b0\u7d4c\u6e08\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3001\u304a\u3088\u3073\u30d7\u30e9\u30a4\u30d9\u30fc\u30c85G\u30de\u30a4\u30af\u30ed\u30b5\u30a4\u30c8\u5411\u3051\u306e\u901a\u4fe1\u30a8\u30c3\u30b8\u63a1\u7528\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001Open Rack v3\u8a2d\u8a08\u306b\u304a\u3051\u308b48\u30dc\u30eb\u30c8\u96fb\u6e90\u30ec\u30fc\u30eb\u3078\u306e\u79fb\u884c\u306f\u3001\u96fb\u529b\u5909\u63db\u640d\u5931\u30927%\u306b\u524a\u6e1b\u3057\u3001\u4e00\u822c\u7684\u306a\u96fb\u6c17\u6599\u91d1\u3067\u5e74\u95931MW\u3042\u305f\u308a5\u4e07\u30c9\u30eb\u306e\u7bc0\u7d04\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u30d9\u30f3\u30c0\u30fc\u30b5\u30dd\u30fc\u30c8\u3068\u30a2\u30d5\u30bf\u30fc\u30b5\u30fc\u30d3\u30b9\u306e\u4e0d\u8db3\u3001\u30ec\u30ac\u30b7\u30fc\u30a4\u30f3\u30d5\u30e9\u3068\u306e\u7d71\u5408\u306e\u8907\u96d1\u3055\u3001\u4f01\u696d\u306e\u4fe1\u983c\u6027\u3068\u8cac\u4efb\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u3001\u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2IP\u306b\u95a2\u3059\u308b\u7279\u8a31\u8a34\u8a1f\u30ea\u30b9\u30af\u306a\u3069\u304c\u6307\u6458\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f01\u696d\u306b\u3088\u308bOCP\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u63a1\u7528\u3082\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u7dcf\u30b3\u30b9\u30c8\u306e\u524a\u6e1b\u3001\u30d9\u30f3\u30c0\u30fc\u30ed\u30c3\u30af\u30a4\u30f3\u306e\u56de\u907f\u3001AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u5f0f\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u305d\u306e\u4e3b\u306a\u7406\u7531\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5206\u91ce\u306eCAGR\u306f2030\u5e74\u307e\u3067\u306b22.43%\u306b\u9054\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c21.45%\u306eCAGR\u3067\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u53f0\u6e7e\u306eODM\u751f\u7523\u3068\u30a4\u30f3\u30c9\u304a\u3088\u3073\u6771\u5357\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u30bd\u30d6\u30ea\u30f3\u30af\u30e9\u30a6\u30c9\u652f\u51fa\u304c\u305d\u306e\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u304a\u3044\u3066\u306f\u3001Quanta Cloud Technology (QCT)\u3001Wiwynn Corporation\u3001Inspur Information\u306a\u3069\u306eODM\u4f01\u696d\u304c\u5e02\u5834\u3092\u727d\u5f15\u3059\u308b\u4e00\u65b9\u3067\u3001Dell Technologies Inc.\u3001Hewlett Packard Enterprise Co.\u3001Lenovo Group Ltd.\u3068\u3044\u3063\u305f\u5f93\u6765\u306eOEM\u30d9\u30f3\u30c0\u30fc\u3082\u3001OCP\u6e96\u62e0\u306e\u88fd\u54c1\u30e9\u30a4\u30f3\u3092\u63d0\u4f9b\u3057\u3001\u30aa\u30fc\u30d7\u30f3\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u5f93\u6765\u306e4\u6642\u9593\u30aa\u30f3\u30b5\u30a4\u30c8\u30b5\u30fc\u30d3\u30b9\u5951\u7d04\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001ODM\u3068\u306e\u7af6\u4e89\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u4ed6\u3001NVIDIA Corp.\u3001Intel Corporation\u3001Micron Technology Inc.\u306a\u3069\u306e\u4e3b\u8981\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30d9\u30f3\u30c0\u30fc\u3082\u5e02\u5834\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u3053\u308c\u3089\u306e\u8a73\u7d30\u306a\u5206\u6790\u3092\u901a\u3058\u3066\u3001OCP\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u304a\u3051\u308b\u5c06\u6765\u306e\u6a5f\u4f1a\u3068\u8ab2\u984c\u3092\u660e\u78ba\u306b\u3057\u3001\u95a2\u4fc2\u8005\u306b\u3068\u3063\u3066\u4fa1\u5024\u3042\u308b\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104454"}],"collection":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/comments?post=104454"}],"version-history":[{"count":1,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104454\/revisions"}],"predecessor-version":[{"id":104457,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/posts\/104454\/revisions\/104457"}],"wp:attachment":[{"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/media?parent=104454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/categories?post=104454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketresearch.co.jp\/insights\/wp-json\/wp\/v2\/tags?post=104454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}