๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Wolfe Sees AI Driving ๐๐% CPU Market Growth Through ๐๐๐๐ - $AMD(AMD.US) $Intel(INTC.US) $Arm(ARM.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Wolfe forecasts ๐๐-driven CPU TAM growth of ~๐๐% through ๐๐๐๐.โค Tight ๐๐๐๐ capacity expected to shape market share more than chip performance.โค ๐๐ซ๐๐ก๐๐ฌ๐ญ๐ซ๐๐ญ๐ข๐จ๐ง ๐๐๐ demand expected to surge with Rubin Ultra deployments.โค CPU-to-GPU ratio projected to rise toward ๐:๐ for ๐๐ฎ๐๐ข๐ง ๐๐ฅ๐ญ๐ซ๐ systems.โค ๐๐๐-based CPUs projected to capture ๐๐%โ๐๐% of agentic CPU market.โค ARMโs total CPU market share could climb to ๐๐% by ๐๐๐๐ from ๐๐%.โค Wolfe sees ๐๐๐ as biggest winner, modeling $๐๐๐ server CPU revenue by ๐๐๐๐.โค AMDโs ๐๐๐๐ earnings power estimated at $๐๐โ$๐๐ per share.โค Nvidia expected to ship ๐๐+ CPUs this year, including ๐.๐๐ ๐๐๐ซ๐ CPUs.โค Wolfe models Nvidia agentic CPU revenue reaching $๐๐.๐๐ by ๐๐๐๐.โค Intel projected to lose share in ๐จ๐ซ๐๐ก๐๐ฌ๐ญ๐ซ๐๐ญ๐ข๐จ๐ง and agentic CPU segments.โค Arm Holdings could generate $๐.๐๐ royalty revenue from datacenter CPUs in ๐๐๐๐.โค CPU growth may drive ~๐๐% increase in leading-edge ๐ฐ๐๐๐๐ซ demand over two yearsThe copyright of this article belongs to the original author/organization.
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