According to Mars Finance, in its latest semiconductor industry research report released on November 12, Bank of America noted that as artificial intelligence (AI) applications rapidly evolve from traditional large-model training and inference toward agentic AI, the importance of central processing units (CPUs) in data centers is rising significantly. The bank raised its forecast for the potential global server CPU market in 2030 from approximately $210 billion to more than $240 billion, and said AMD (AMD.US) is poised to be a major beneficiary of this growth trend, thanks to its leading product portfolio and supply capabilities. Bank of America analyst Vivek Arya and his team expect the global server CPU market to grow from approximately $35 billion in 2025 to $64.1 billion in 2026, reaching $240.2 billion by 2030—nearly six times its 2025 size. The compound annual growth rate from 2026 to 2030 is projected to reach 39.2%, up from the previous forecast of approximately 36%. (Cailian Press)