Server CPU Market to Reach $170 Billion by 2030, Bolstering Intel Growth
INTC•Bank of America Global Research projects server CPU total addressable market will climb from $35 billion in 2025 to over $170 billion by 2030, a fivefold increase. Intel’s chip agreements with Google and Nvidia have helped propel its shares up 436% over the past 12 months.
1. BofA Projects 5x Server CPU Market Growth
Bank of America Global Research forecasts server CPU total addressable market will expand from $35 billion in 2025 to over $170 billion by 2030, surpassing previous $125 billion estimates.
2. Agentic AI Fuels CPU Demand Expansion
Emergence of agentic AI—autonomous digital helpers executing tasks like email analysis and scheduling—is driving greater reliance on CPUs, lifting demand beyond traditional GPU-centric workloads.
3. Intel’s Partnerships Drive Share Surge
Intel has secured chip development agreements with Google and Nvidia, contributing to a 436% rise in its share price over the past 12 months, reflecting strong investor confidence.
4. Competitive Data Center CPU Landscape
AMD’s shares have climbed 280%, while Nvidia offers Grace CPU-based servers and Qualcomm prepares to debut its own data center CPU later this month, intensifying competition.
