CPU Market Set to Expand 30% by 2028 as Nvidia Targets 1:1 CPU-GPU Ratio
NVDA•Wolfe Research projects the total CPU market will grow approximately 30% through 2028 as agentic AI drives orchestration processor demand, with Nvidia’s Rubin Ultra platform targeting a 1:1 CPU-to-GPU ratio. The report underscores TSMC manufacturing capacity as the key competitive factor likely favoring Nvidia’s ecosystem leadership.
1. Wolfe Research Forecasts 30% CPU Market Expansion
Wolfe Research expects AI-driven agentic workloads and orchestration computing to increase the total addressable CPU market by roughly 30% through 2028, based on its proprietary Wolfe Accelerator Model and GPU shipment assumptions.
2. Nvidia’s Rubin Ultra Platform Poised for Growth
Nvidia’s forthcoming Rubin Ultra processors aim for a balanced 1:1 CPU-to-GPU ratio to address orchestration demands, with execution highly dependent on securing TSMC manufacturing capacity and leveraging its existing accelerated computing ecosystem.
