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Analyst Index · Infrastructure & Telecoms

Kuba Stolarski

Research Vice President, Enterprise Infrastructure, IDC
52%
Accuracy
22 of 41
Analyst ranking
5
Predictions scored
1
Still to fall due
2 right1 half right1 mostly wrong1 wrong
Scored predictions5
Wrong · 0%the evolution from simple chatbots to reasoning models to agentic AI will require several orders of magnitude more processing capacity, especially for inferencing.Infrastructure & Telecoms · made Jun 2025 · due Dec 2025

What happened. IDC has not published a full-year 2025 non-x86 figure. Its quarterly releases put 2025 non-x86 server revenue at about $28.3bn (1Q), $30.2bn (2Q), $36.2bn (3Q) and $55.5bn (4Q), about $150.2bn in all, as Arm-based rack-scale GPU systems took off; Q1 and Q2 are derived from the 2026 releases' growth rates. $82.0bn against about $150.2bn is 45% under, outside the 25% band, so Wrong; direction earns no credit under the 24 Oct 2026 bands. The miss is large enough that quarterly-sum uncertainty does not change the band. Sources: idc.com, idc.com, idc.com, idc.com.

Source: Worldwide Server Market Value Will Reach 366 billion in 2025, Representing a 45% Growth Compared to 2024, according to IDC · 'in 2025'

Caveat. No independent evidence available. Scored on IDC’s own figures.

Specific · counts 1Forecast $82bn · actual $150.2bnMedium confidence
Right · 100%the evolution from simple chatbots to reasoning models to agentic AI will require several orders of magnitude more processing capacity, especially for inferencing.Infrastructure & Telecoms · made Jun 2025 · due Dec 2025

What happened. IDC has not published a full-year 2025 x86 figure. Its quarterly releases put 2025 x86 server revenue at about $65.8bn (1Q), $79.2bn (2Q), $76.3bn (3Q) and $69.8bn (4Q), about $291.1bn in all; Q1 and Q2 are derived from the 2026 releases' prior-year totals and growth rates. $283.9bn against about $291.1bn is 2.5% under, inside the 5% band. The actual is a sum of quarterly figures, not a published full-year number, so confidence is medium. Sources: idc.com, idc.com, idc.com, idc.com.

Source: Worldwide Server Market Value Will Reach 366 billion in 2025, Representing a 45% Growth Compared to 2024, according to IDC · 'in 2025'

Caveat. No independent evidence available. Scored on IDC’s own figures.

Specific · counts 1Forecast $283.9bn · actual $291.1bnMedium confidence
Mostly wrong · 25%the evolution from simple chatbots to reasoning models to agentic AI will require several orders of magnitude more processing capacity, especially for inferencing.Infrastructure & Telecoms · made Jun 2025 · due Dec 2025

What happened. IDC's 12 Mar 2026 release said the server market finished 2025 at a record $444.1bn, up 80.4% on 2024, far above the June 2025 projection as accelerated-server spending kept climbing. $366.0bn against IDC's first published full-year figure of $444.1bn is 17.6% under: outside 15%, inside the 25% band. Sources: idc.com.

Source: Worldwide Server Market Value Will Reach 366 billion in 2025, Representing a 45% Growth Compared to 2024, according to IDC · 'for 2025'

Caveat. No independent evidence available. Scored on IDC’s own figures.

Specific · counts 1Forecast $366bn · actual $444.1bnHigh confidence
Right · 100%Cloud infrastructure spending remains resilient in the face of macroeconomic challengesInfrastructure & Telecoms · made Jul 2023 · due Dec 2023

What happened. IDC's 29 Mar 2024 release forecast 2024 non-cloud infrastructure spending of $57.6bn, down 1.4% on 2023, which puts 2023 at about $58.4bn. $60.4bn against about $58.4bn is 3.4% away, inside the 5% band. The 2023 actual is derived from IDC's stated 2024 forecast and growth rate. Sources: idc.com.

Source: Compute and Storage Cloud Infrastructure Spending Continued to Grow as Prices Soared in the First Quarter of 2023, According to IDC Tracker · 'For 2023'

Caveat. No independent evidence available. Scored on IDC’s own figures.

Specific · short-range · counts 0.5Forecast $60.4bn · actual $58.4bnMedium confidence
Half right · 50%Although the overall outlook for the year remains positive, its growth hinges on the expectation that volume will drive it.Infrastructure & Telecoms · made Jul 2023 · due Dec 2023

What happened. IDC's first full-year view of 2023, in its 29 Mar 2024 release, forecast 2024 cloud infrastructure spending of $129.9bn, up 19.3% on 2023, which puts 2023 at about $108.9bn. Spending beat the forecast as GPU server prices pushed values up. $96.4bn against about $108.9bn (IDC's first full-year view, March 2024) is 11.5% under: outside 10%, inside the 15% band. The 2023 actual is derived from IDC's stated 2024 forecast and growth rate. Sources: idc.com.

Source: Compute and Storage Cloud Infrastructure Spending Continued to Grow as Prices Soared in the First Quarter of 2023, According to IDC Tracker · 'For 2023'

Caveat. No independent evidence available. Scored on IDC’s own figures.

Specific · short-range · counts 0.5Forecast $96.4bn · actual $108.9bnMedium confidence
Still to fall due1 predictions
  1. Dec 2027Cloud infrastructure spending remains resilient in the face of macroeconomic challengesInfrastructure & Telecoms · made Jul 2023 · source
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