AI server demand shift, market 2025year 293hundred million →2030year 1,315hundred million dollars

The emergence of agentic AI workloads—AI that makes decisions and acts on its own—is changing demand for server infrastructure. These workloads require computing characteristics different from those of conventional data center processing. Companies are considering server configurations tailored to these workloads.

The market is projected to expand from 2025year 293hundred million dollars to 2030year 1,315hundred million dollars. Demand growth over this period will be accompanied by data center investment and server replacement demand. Order flows for related hardware are already being detected in some parts of the industry.

The average annual growth rate is 35%. This growth rate reflects rising demand across server infrastructure. The growth period is set to run from 2025year to 2030year.

By company, AMD and Intel are at the center of this transition. AMD expects revenue growth through expanding its market share among enterprise customers. Intel is seeking to defend its position by leveraging sovereign-support foundry contracts and government backing.

Technologically, agentic AI is affecting CPU design and systems integration. CPUs and memory architectures optimized for specific workloads are attracting attention over traditional general-purpose servers. Supply chains and foundry capabilities are cited as factors determining competitiveness.

In summary, agentic AI is shifting a major portion of server CPU demand 2025~2030and forecasts point to a significant expansion in the size of the infrastructure market over the period. AMD and Intel are responding to this growth period with different strategies.