Architects' Tech Alliance

Oct 19, 2026 · Industry Insights

Server CPU & AI Accelerator Market Shift: ARM Surges, x86 Retreats, Custom Silicon Challenges Nvidia

Bank of America research projects the server CPU market will grow from $35B to $210B by 2030, with ARM capturing 47% share while Intel falls to 22%; AI accelerator deployments will quadruple to 55.7 GW, but Nvidia's share erodes as hyperscalers deploy custom ASICs like TPU, Trainium, and Maia.