The Server CPU segment is estimated to see a big surge in the coming years, with stats showing the TAM surpassing $200 billion by 2030.
Latest data from research outlets including BofA Global Research , Mercury Research , and IDC show that the server CPU TAM (Total Addressable Market) will expand significantly in the coming years due to a surge in AI demand, especially Agentic workflows, which are more heavily dependent on CPUs than GPUs. Server CPUs are already seeing a large increase as the latest architectures



