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$210 billion is the figure Bank of America placed on the 2030 server central processing unit market Thursday, up from a prior estimate of around $170 billion.
Analyst Vivek Arya cited stronger demand for artificial intelligence compute and memory, raising the firm's projected compound annual growth rate for the segment to 36% from 30%.
The revised rate implies nearly 5x growth off a roughly $35 billion 2025 base.
Bank of America sees Advanced Micro Devices (AMD) as the primary beneficiary, citing what Arya described as the company's "dual leadership" across frequency and core count.
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