Citi sees agentic CPU TAM growing 14X to $157.4B by 2030, over half of total CPU market
Beth_Kindig · x · 2026-10-15
Citing Citi Research, analyst Beth Kindig notes the agentic CPU applications TAM is projected to scale from $11.6B in 2026 to $157.4B by 2030 — a 14X rise that would exceed half of the total CPU TAM. Yearly estimates: $0.3B actual in 2025, $37.6B in 2027E, $62.8B in 2028E, $98.4B in 2029E. Tickers: $NVDA, $AMD, $ARM, $INTC.
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