Analysts project server CPU market to expand to $135bn by 2030, driving growth for key chipmakers amid AI infrastructure buildouts.
AMD, Intel, and Qualcomm are positioned to gain from a server CPU super cycle, fueled by rising demand for AI infrastructure. The market is expected to grow from $26bn in 2025 to $135bn by 2030, reflecting strong unit demand and market share shifts.
Growth projections highlight significant opportunities for x86-based CPUs, though ARM-based alternatives from Nvidia, Amazon, and Google are increasing competition. Analysts anticipate sustained momentum as cloud providers and enterprises expand AI capabilities.
The shift underscores broader trends in semiconductor adoption, with server CPUs serving as critical components for data center scalability and performance.