Arm and AMD Poised to Eat Intel’s Lunch in Agentic AI Era, Analyst Warns, as CPU Core Counts Could Jump 5x Per GPU

UBS says agentic AI could sharply lift CPU demand by increasing server-side workloads.

The bank sees global server TAM rising to about $170 billion by 2030 if the trend spreads.

Arm appears best positioned thanks to high-core, power-efficient designs, with AMD next in line.

Intel could also benefit from overall market expansion and its Coral Rapids platform.