According to Bank of America's November 12 report, the bank raised its 2030 global server CPU market forecast to over $240 billion, from approximately $210 billion previously, citing accelerating adoption of AI agents driving CPU importance in data centers. Analyst Vivek Arya's team projects the market will grow from $35 billion in 2025 to $64.1 billion in 2026 and reach $240.2 billion by 2030, representing a 6x increase over five years with a compound annual growth rate of 39.2%, higher than the prior forecast of 36%. AMD is positioned to be the primary beneficiary given its leading product portfolio and supply capabilities.

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