The global data center expansion is not only accelerating GPU deployments, but also CPUs. At AMD's financial analyst day yesterday, the company presented an interesting chart that shows massive growth rate for the regular CPUs amid the AI boom. As a universal base platform for every system, CPUs have been somewhat overlooked, with GPUs taking much of the attention. AMD's internal projection shows that AI inflection will drive an additional $30 billion of revenue for CPU demand exclusively, by 2030. This number is supposed to stack on the already existing regular server CPU demand—sitting at about $30 billion—making the 2030 projections stand at a staggering $60 billion of revenue by 2030, for CPUs alone.

The company's analysis shows that the $19 billion CPU sector from 2022 is rapidly evolving, with AI-driven CPU workloads fueling an 18% annual growth rate that will shape this decade. This is more than just incremental expansion. It shows a shift in enterprise computing priorities and a continued rise in demand for traditional hardware. While the conventional general compute segment is growing at a modest 4% CAGR, the AI-driven portion is advancing rapidly, reaching an inflection point that will allow it to capture the majority of data center CPU value by the end of the decade.