Bank of America Sell-side卖方

BofA Rise of the agents raising CPU TAM (again) to $210bn

Sep 20, 202633 pages页

From the report报告摘录CPU TAM Expansion Driven by Agentic AI: $210bn CPU TAM (36% CAGR) as agentic inference shifts CPU-to-GPU ratio from 1:4 to 1:1, with CPUs central to agentic workloads beyond substitution.

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