Server CPU Market to Hit $125 Billion by 2030; AMD Secures 28% Share
Bank of America forecasts the server CPU market to grow from $43 billion in 2026 to $125 billion by 2030 at a 31% CAGR, driven by CPUs’ expanded role in agentic AI workloads. AMD is named a preferred x86 server CPU stock, projected to hold about 28% market share by 2030, supporting BofA’s maintained $500 price target.
1. BofA Raises Server CPU Market Forecast
Bank of America lifted its projection for the server CPU total addressable market from $43 billion in 2026 to $125 billion by 2030, reflecting a 31% compound annual growth rate. The upgrade underscores the shift to agentic AI workloads, where CPUs handle orchestration, memory management and multi-step inference tasks.
2. AMD Named Preferred x86 Server CPU Vendor
AMD is one of BofA’s top picks to benefit from the expansion, expected to maintain its cloud presence and gain share in enterprise. The firm projects AMD’s server CPU value share will reach about 28% by 2030 and maintains a $500 price objective with a Buy rating.