Morgan Stanley Predicts Server CPU Market to Surpass $170 Billion by 2030

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Release Time: 06/12/2026 07:22:17

Summary

Market analysis from Morgan Stanley indicates the server CPU market could reach $170 billion by 2030, up from $35 billion in 2025. The firm raised its previous forecast of $125 billion, citing growth driven by agent-based AI. Market updates note that Intel, AMD, and Arm-based competitors are poised to benefit as demand for CPUs expands. Analyst Vivek Arya referenced MetaEra data in the revised outlook.

ME AI message: According to recent projections by Vivek Arya, an analyst at Bank of America Global Research, the total addressable market (TAM) for server CPUs is expected to surge fourfold from $35 billion in 2025 to over $170 billion by 2030, significantly exceeding the bank’s prior forecast of $125 billion for the server CPU market in 2030. Arya wrote in the report: “We believe the rise of agentive AI is a powerful demand accelerator, expanding the market opportunity for CPUs and benefiting Intel, AMD, and Arm-based challengers.” (Source: ODAILY)

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