BofA report: Server CPU market 2030year 1,700billion dollars forecast
Bank of America forecasts that the server CPU market will grow with the spread of AI agents, from 2025year 350billion dollars to 2030year 1,700billion dollars. The report says this significantly exceeds the previous forecast of 1,250billion dollars and anticipates benefits for CPU providers including Intel and AMD.
Bank of America announced that the server CPU market will expand significantly with the adoption of AI agents. This shows the possibility that data processing and system control may shift toward a CPU-centered model.
The report presents the market size in 2025year as 350billion dollars. It forecasts the market size in 2030year at 1,700billion dollars.
This figure exceeds Bank of America's previous forecast of 1,250billion dollars.
The report explained that AI agents autonomously perform multistep tasks such as searching emails, scheduling appointments, and executing code. He said that sequential processing and data input/output performance are important in this process.
A joint study by Intel and Georgia Tech found that up to 88% of the total latency when running AI agents was caused by bottlenecks in the CPU.
The report forecast that the beneficiaries of AI semiconductors, previously centered on NVIDIA, will diversify to include Intel, AMD, and companies using Arm-based designs.
The same report stated that Bank of America upgraded its investment rating on Intel by two notches, from sell to buy.
Sources: 뉴시스 경제
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