Bank of America Identifies $170 Billion CPU Market as Nvidia's Next Growth Opportunity

Bank of America analysts predict a significant growth opportunity for Nvidia in the AI server CPU market, which could expand to $170 billion by 2030. This potential shift into CPUs—currently dominated by AMD and Intel—could reshape customer demand around agentic AI workloads.

By Moz Farooque Thu, July 23, 2026 at 7:47 PM GMT+3 6 min read · Yahoo Finance · July 23, 2026, 16:47 UTC

Tickers: $AMD $INTC $NVDA

Topics: agentic AI AI CPUs Bank of America CPU market Nvidia

Read the full article at Yahoo Finance

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