Bank of America put the global server CPU market at $240.2 billion for 2030, above AMD’s separate estimate, as forecasts point to faster growth in data-center computing demand.
The bank’s projection is up from about $210 billion previously. It sees the market at roughly $35 billion in 2025 and $64.1 billion in 2026. Its forecast for annual growth from 2026 through 2030 is 39.2%, compared with about 36% before.
The bank ties the higher outlook to a changing mix of AI workloads. As agentic systems become more prominent alongside large-model training and inference, Bank of America expects CPUs to take on a broader role in data centers.
AMD previously put the 2030 server CPU market at $220 billion. That figure covers the market across suppliers, not AMD’s own projected sales. Bank of America views AMD as a potential beneficiary, citing its product range and capacity to serve the market.
