[Bank of America Raises 2030 Server CPU Market Size Forecast to $240 Billion, Expects AMD to Be a Major Beneficiary] According to Jinse Finance, on November 13th, Bank of America, in its latest semiconductor industry research report released on November 12th, pointed out that as artificial intelligence (AI) applications accelerate their evolution from traditional large-model training and inference to intelligent agent AI, the importance of central processing units (CPUs) in data centers is significantly increasing. The bank raised its 2030 global server CPU potential market size forecast from approximately $210 billion to over $240 billion, and believes that AMD (AMD.US), with its leading product portfolio and supply capabilities, is poised to be a major beneficiary of this growth trend. Bank of America analyst Vivek Arya and his team predict that the global server CPU market will grow from approximately $35 billion in 2025 to $64.1 billion in 2026, and reach $240.2 billion in 2030, nearly six times the size of 2025. The compound annual growth rate from 2026 to 2030 will reach 39.2%, higher than the previous forecast of approximately 36%.