Add as a preferred source on GoogleBank of America Lifts 2030 Server CPU Market Forecast to $240.2 Billion
The bank raised its previous estimate of about $210 billion as AI applications shift toward agentic systems and CPUs gain importance in data centers.
Bank of America raised its forecast for the global server CPU market to $240.2 billion in 2030 from about $210 billion, as CPUs gain importance in data centers while AI applications shift toward agentic systems.
The bank projects the market will grow from about $35 billion in 2025 to $64.1 billion in 2026, before reaching $240.2 billion in 2030. That 2030 estimate is about 6.9 times the 2025 market size, an increase of about 5.9 times the 2025 base.
Bank of America expects the market to grow at a 39.2% compound annual rate from 2026 through 2030, up from its previous estimate of about 36%. It sees AMD as a major potential beneficiary, pointing to the company’s product lineup and ability to supply the market.
The bank expects CPUs to play a larger role as AI applications move from traditional large-model training and inference toward agentic AI.
John Kim
John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.