AMD CEO Lisa Su, in a keynote at the OCP Global Summit, characterized 2026 as the "year of inference" and said the CPU market, driven by agentic AI workloads, is expected to exceed $200 billion by 2030 with a compound annual growth rate of about 50%, after AMD raised its forecast three times in the past nine months.
At the 2026 OCP Global Summit, Intel announced that its Xe3P-based data center inference GPU "Crescent Island" will be officially named the Intel GPU D-series, starting with the Intel GPU D270.
Samsung showcased next-generation memory and storage technologies at the 2026 OCP Global Summit, and demonstrated a CXL-based memory expansion solution jointly with AMD.
On October 12, Google, Meta, Microsoft and Nvidia released a grid resilience specification at the OCP Global Summit, requiring large-scale AI facilities to remain connected during grid disturbances and recover to near full load in less than two seconds.
On Oct 12, NVIDIA announced at the OCP Global Summit that Meta will adopt NVIDIA Spectrum-6 102.4Tb/s Ethernet switches to build an open-network-based Vera Rubin AI factory. The Spectrum-6 doubles the switching capacity and per-lane bandwidth of the Spectrum-4, and with Spectrum-X Multiplane technology supports GPU clusters exceeding 100,000 GPUs.
On October 12, NVIDIA announced at the OCP Global Summit that it is contributing Vera Rubin rack and compute tray designs to OCP via the open MGX architecture, enabling system makers to build next-generation AI factory infrastructure. The updated MGX 1.2 specification adds rack-level blind-mate liquid cooling, interoperable rack interconnects, liquid-cooled 5000A busbars, and native 19-inch device support, with deployments up to 250kW per rack.
On October 12, NVIDIA announced at the OCP Global Summit that it had released Open Data Center Specification v0.7 with AMD, Google and Meta, unifying power, cooling and physical layout designs for AI factories.
Navitas has introduced a 24kW 800V-to-12V DC-DC power board developed with NVIDIA, featuring GaNFast technology to support the NVIDIA MGX ecosystem and drive 800V DC power architecture for AI data centers. The board will be exhibited at the NVIDIA AI Factory MGX Wall partner showcase at the 2026 OCP Global Summit.
In a research report released on Oct. 12, Morgan Stanley said market concerns over delays in deploying 800V DC power for AI data centers are overblown. Nvidia's native 800V racks may be delayed to the 2028 Feynman generation, but the technology transition remains unchanged; external 800V power modules are shipping as planned and Power Center is progressing. The OCP Global Summit from Oct. 12-15 may clarify the roadmap and serve as a positive catalyst for power management and analog semiconductor stocks.