๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: ๐ข ๐๐จ๐ฆ๐ง ๐๐ก: BofA Sees Server CPU Market Reaching $๐ญ๐ณ๐ฌ ๐๐ถ๐น๐น๐ถ๐ผ๐ป by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฎ๐ป๐ธ ๐ผ๐ณ ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ projects the server CPU market at $๐ญ๐ณ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป by 2030.โค BofA reiterates a ๐๐๐ rating and $๐ฏ๐ฑ๐ฌ price target on ๐ก๐ฉ๐๐๐๐.โค ๐ก๐ฉ๐๐๐๐'s ๐ฉ๐ฒ๐ฟ๐ฎ CPU intensifies competition with ๐๐ ๐ in AI infrastructure.โค BofA says the key debate is ๐น๐ฎ๐๐ฒ๐ป๐ฐ๐ versus ๐๐ต๐ฟ๐ผ๐๐ด๐ต๐ฝ๐๐ for agentic AI.โค Vera features ๐ด๐ด ๐๐ฅ๐ -based cores and ๐ญ.๐ฎ๐ง๐/๐ memory bandwidth.โค BofA says AMD estimates ๐๐ฃ๐ฌ๐ ๐ต๐ต๐ฒ๐ฑ delivers about ๐ฎ.๐ฐ๐ rack-level throughput.โค AMD projects next-generation ๐๐ฃ๐ฌ๐ ๐ฒ could deliver roughly ๐ฏ.๐ฏ๐ throughput.โค ๐๐ ๐ ๐๐ ๐ฎ๐ฌ๐ฎ๐ฒ ๐๐ฎ๐ is seen as the next key catalyst.โค BofA says ๐ ๐ด๐ฒ software incumbency could remain a long-term advantage for AMD and Intel.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ฉ๐ถ๐๐ฒ๐ธ ๐๐ฟ๐๐ฎ, Analyst at Bank of America:"The key question for investors is whether agentic AI is primarily constrained by time-to-complete an agent or number-of-agents-per-rack.""NVDA's framework is rooted in latency, per-thread progress, and GPU utilization. AMD's framework is rooted in concurrency, throughput, and service density.""Our expectation is that AMD's Thursday event will be less about benchmark comparisons and more about establishing the industry's preferred metric."The copyright of this article belongs to the original author/organization.
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