RESEARCH · GLOBAL
Citi forecasts server CPU market reaching $132B by 2030 as Intel retains edge
Citi research projects the server CPU market will hit $132 billion by 2030, with Intel expected to maintain leadership. This underpins infrastructure-cost assumptions for BFSI AI deployment roadmaps.
WHY IT MATTERS
BFSI capex planning for AI workloads should assume stable, high-end CPU pricing; margin compression from competition will be offset by volume growth in training and inference clusters.
Source: Citi · 2026-05-23