Svmuu News: Vivek Arya, an analyst at Bank of America Global Research, has predicted that the total addressable market (TAM) for server CPUs could surge fourfold from $35 billion in 2025 to over $170 billion by 2030, significantly exceeding the bank's previous forecast of $125 billion for the server CPU market in 2030.
Arya wrote in the report: "We believe the rise of agentic AI is a powerful demand accelerator that not only expands the CPU market opportunity but also benefits Intel, AMD, and Arm-based challengers." (DeItaone)
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Bank of America: Server CPU market could exceed $170 billion by 2030, benefiting Intel and AMD
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Source：Odaily · Source Link
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