BofA Raises 2030 Server CPU Market Forecast to Over $210 Billion

Hyperdash News08/13/2026 11:39 UTCEquities

Bank of America has raised its 2030 server CPU market forecast to over $210 billion, an increase from its previous projection of $170 billion. This new forecast represents nearly a five-fold expansion from the estimated 2025 market size. The bank attributes this growth to AI agents, which are changing CPU functions and could alter the CPU-to-GPU ratio.

BofA projects a 36% annual growth rate for the server CPU market through 2030, with

Advanced Micro Devices, Inc. and Nvidia expected to benefit. The shift in CPU roles driven by AI is a key factor in this revised outlook. Traders on Hyperdash have taken

Advanced Micro Devices, Inc. +0.01% higher and

NVIDIA Corp. -0.01% lower since the announcement.

Sources

DeItaone

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