Hardik Shah
2026.05.28 10:37

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Wolfe Sees AI Driving ๐Ÿ‘๐ŸŽ% CPU Market Growth Through ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ– - $AMD(AMD.US) $Intel(INTC.US) $Arm(ARM.US) $NVIDIA(NVDA.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Wolfe forecasts ๐€๐ˆ-driven CPU TAM growth of ~๐Ÿ‘๐ŸŽ% through ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–.

โžค Tight ๐“๐’๐Œ๐‚ capacity expected to shape market share more than chip performance.

โžค ๐Ž๐ซ๐œ๐ก๐ž๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง ๐‚๐๐” demand expected to surge with Rubin Ultra deployments.

โžค CPU-to-GPU ratio projected to rise toward ๐Ÿ:๐Ÿ for ๐‘๐ฎ๐›๐ข๐ง ๐”๐ฅ๐ญ๐ซ๐š systems.

โžค ๐€๐‘๐Œ-based CPUs projected to capture ๐Ÿ“๐ŸŽ%โ€“๐Ÿ•๐Ÿ“% of agentic CPU market.

โžค ARMโ€™s total CPU market share could climb to ๐Ÿ’๐Ÿ“% by ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ– from ๐Ÿ๐Ÿ“%.

โžค Wolfe sees ๐€๐Œ๐ƒ as biggest winner, modeling $๐Ÿ’๐Ÿ’๐ server CPU revenue by ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–.

โžค AMDโ€™s ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ– earnings power estimated at $๐Ÿ๐Ÿ“โ€“$๐Ÿ‘๐ŸŽ per share.

โžค Nvidia expected to ship ๐Ÿ’๐Œ+ CPUs this year, including ๐Ÿ.๐Ÿ‘๐Œ ๐•๐ž๐ซ๐š CPUs.

โžค Wolfe models Nvidia agentic CPU revenue reaching $๐Ÿ๐Ÿ’.๐Ÿ”๐ by ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–.

โžค Intel projected to lose share in ๐จ๐ซ๐œ๐ก๐ž๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง and agentic CPU segments.

โžค Arm Holdings could generate $๐Ÿ.๐Ÿ“๐ royalty revenue from datacenter CPUs in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ–.

โžค CPU growth may drive ~๐Ÿ๐ŸŽ% increase in leading-edge ๐ฐ๐š๐Ÿ๐ž๐ซ demand over two years

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