{"id":71138,"date":"2026-06-12T00:23:19","date_gmt":"2026-06-12T00:23:19","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/71138\/"},"modified":"2026-06-12T00:23:19","modified_gmt":"2026-06-12T00:23:19","slug":"cpu-market-to-grow-5x-by-2030-bofa-says","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/71138\/","title":{"rendered":"CPU market to grow 5x by 2030, BofA says"},"content":{"rendered":"\n

The server CPU market is set to grow significantly through 2030 on the back of the global AI data center build-out.<\/p>\n

According to BofA Global Research analyst Vivek Arya, the server CPU total addressable market (TAM) will grow to more than $170 billion by 2030 from $35 billion in 2025, a 5x expansion, and well ahead of prior 2030 TAM estimates of $125 billion.<\/p>\n

“We view the emergence of agentic AI as a powerful demand accelerant that expands the CPU opportunity and lifts both [Intel and AMD] and [Arm-based] challengers,” Arya wrote.<\/p>\n

CPUs, or central processing units, have become an increasingly important part of the AI explosion. While graphics processing units (GPUs) continue to dominate data center spending, CPUs from Intel (INTC<\/a>), AMD (AMD<\/a>), and those built using Arm’s (ARM<\/a>) chip architecture are set to grab a bigger slice of the AI pie.<\/p>\n

The reason comes down to the growth of AI agents, otherwise referred to as agentic AI. AI agents are autonomous and semi-autonomous digital helpers that can perform tasks on a user’s behalf.<\/p>\n

You can build your own agents using popular tools like OpenAI’s (OPAI.PVT<\/a>) Codex, Anthropic’s (ANTH.PVT<\/a>) Claude, and Google’s (GOOG<\/a>, GOOGL<\/a>) Gemini. Consumer devices, such as smartphones and laptops, are also beginning to provide agentic capabilities.<\/p>\n

While GPUs continue to power AI models, when AI agents take actions based on your prompts, such as scouring your email for a message about an upcoming conference and putting it on your calendar, they’re relying on CPUs to perform those tasks.<\/p>\n

The continued increase in the use and number of AI agents will only drive CPU demand higher, Arya explained in his note.<\/p>\n

\"Intel Intel CEO Lip-Bu Tan attends a press conference during the Computex 2026 exhibition in Taipei, Taiwan, Tuesday, June 2, 2026. (AP Photo\/Chiang Ying-ying) \u00b7 AP Photo\/Chiang Ying-ying <\/p>\n

That, coupled with recent news that Intel is working to build chips for Google and Nvidia, has sent shares of the chip builder soaring 436% over the last 12 months. AMD, meanwhile, has climbed 280% in the same period.<\/p>\n

While Intel and AMD stand out among data center CPU vendors, Nvidia (NVDA<\/a>) and Qualcomm (QCOM<\/a>) stand to grab a piece of the market, as well.<\/p>\n

Nvidia already offers its Grace CPU as part of its Grace Blackwell superchip, and it has begun offering its own CPU-based servers. Qualcomm, meanwhile, is expanding into the data center space with its own data center CPU, which it’s rumored to debut later this month.<\/p>\n

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Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley<\/a>.<\/p>\n

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