Bank of America Predicts Server CPU Market to Surge to $1.7T by 2030, Up 4x from $350B

According to Bank of America Global Research, analyst Vivek Arya predicts the server CPU total addressable market (TAM) will surge from $350 billion in 2025 to over $1.7 trillion by 2030. This significantly exceeds the bank's prior forecast of $1.25 trillion for 2030. Arya attributes the acceleration to the rise of agentic AI, which he said expands CPU market opportunities and benefits Intel, AMD, and Arm-based competitors.
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