金色财经|Jul 23, 2026 07:25
[Bank of America: Predicts ARM-based CPUs to Account for 50% of Server CPU Revenue by 2030]
Golden Finance reported on July 23 that Bank of America predicts ARM-based CPUs will account for 50% of server CPU revenue by 2030, up from 32% in 2025. Among them, commercial ARM CPUs launched by companies such as NVIDIA, Arm, and Qualcomm will account for approximately 36%, while custom-designed CPUs by cloud service providers will account for about 15%.
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