Advanced Micro Devices Well Positioned as Agentic AI Drives Server CPU Market Growth, BofA Says

MT Newswires Live49 minutes ago

The global server central processing unit market could expand to more than $240 billion by 2030 as demand for AI-related processors accelerates, with Advanced Micro Devices (AMD) well positioned to benefit, BofA Securities said.

The estimate is up from the firm's previous forecast of about $210 billion and implies a 39% compound annual growth rate through 2030. Growing adoption of agentic AI is expected to drive much of the expansion. BofA expects agentic AI and AI compute workloads to account for about $210 billion of the projected market.

The investment firm said in a Thursday note that AI compute demand remains strong. However, agentic AI adoption is still at an early stage.

The chipmaker is viewed as the "best positioned CPU vendor" because of its broad portfolio and "dual leadership" in high-frequency performance and core/thread count. The firm also highlighted AMD's Zen 6/2nm execution. Its upcoming Venice processors should strengthen the company's position in both head-node and agentic AI workloads.

BofA maintained a buy rating on AMD and raised its price objective to $700 from $650.

Shares of Advanced Micro Devices were down 9% in early Friday trading.

Price: 532.45, Change: -52.85, Percent Change: -9.03

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