BofA 2030 Forecast: ARM Overtakes x86 in Server CPUs as Custom Silicon Erodes Nvidia's AI Accelerator Dominance
Bank of America research projects the server CPU market will grow from $35B to $211B by 2030, with ARM architectures capturing 47% combined share as Intel falls to 22%, while AI accelerator deployments surge from 13 GW to 56 GW with Nvidia's share diluted by hyperscaler custom chips like Google TPU, AWS Trainium, and Microsoft Maia.
