According to CoinMeta, in its latest research report on the semiconductor industry released on November 12, Bank of America pointed out that as applications of artificial intelligence (AI) evolve rapidly from traditional large model training and inference towards intelligent agents, the importance of central processing units (CPUs) in data centers has significantly increased. The bank raised its forecast for the global server market size by 2030 from approximately $210 billion to over $240 billion, and believes that AMD, with its leading product portfolio and supply capacity, is poised to be a major beneficiary of this growth trend. Analyst John Moore and his team expect the global server market size to increase from about $35 billion in 2025 to $64.1 billion in 2026, and to reach $240.2 billion by 2030, representing nearly a sixfold increase from 2025. The compound annual growth rate from 2026 to 2030 is expected to be 39.2%, which is higher than the previously predicted 36%.