BofA, the server CPU market 2030year 1,700is projected to surge to billion dollars
Bank of America forecast that the server CPU market will grow from 2025year 350billion dollars to 2030year 1,700billion dollars. Given the computing characteristics of AI agents, demand for CPUs is expected to increase, raising the possibility that companies designing Intel, AMD, and Arm-based chips will benefit.
In its latest report, Bank of America forecast that the global server CPU TAM would grow from 2025year 350billion dollars (approximately 53trillion won) to 2030year 1,700billion dollars (approximately 258trillion won). The report said that demand for server CPUs, which handle data processing and control, would surge as the era of AI agents takes full shape. The report wrote that the figure was far above its previous forecast of 1,250billion dollars (approximately 190trillion won). It explained that agentic AI autonomously performs multistep tasks such as searching emails, adding calendar entries, and executing code. The report pointed out that sequential processing and data input-output performance are important for these tasks, making CPUs more suitable than GPUs. Citing joint research by Intel and the Georgia Institute of Technology, the report said that up to 88% of total latency when running AI agents is a bottleneck occurring in CPUs. The report forecast that the beneficiaries of the AI semiconductor market, which had so far centered on NVIDIA's GPUs, would diversify to Intel, AMD, and Arm-based design companies. It wrote that this structural change would also affect server companies and data center design. The report said it had raised its investment rating on Intel by two notches, from 'Underperform (Sell)' to 'Buy.' Based on this outlook, the report presented changes in server CPU demand and the competitive landscape among related companies.
Sources: 뉴시스 경제
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