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Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
AI agents could make CPUs the next bottleneck. 🚀 Mizuho projects agentic CPU sockets will jump from 1.3 million in 2026 to 16 million by 2030. The inflection point? 2027: almost eightfold growth to 10.2 million sockets. By 2030, AI could account for nearly half of server CPU shipments, including head node processors. Potential market size: 🔹 $209 billion for server CPUs. 🔹 $80 billion for agentic processors alone. Who could benefit? • AMD: high core counts and growing server share. • Intel: a vast enterprise footprint. • Arm: power-efficient custom processors. • Micron, Samsung and SK Hynix: rising memory and storage demand. These are forecasts, but the implication is striking: Businesses long considered mature could become major AI growth engines. The next semiconductor supercycle could reach far beyond GPUs. Source: Milk Road AI
Source: Brew Markets
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