An analysis report from UBS yesterday discusses the impact of Agentic AI on the central processing unit market.. and states that ‎$ARM is the biggest winner



"Agentic AI will significantly increase demand for processors, because each agentic operation requires 3x to 5x the CPU cores per user and per GPU/XPU compared to the current situation"

"The target market for server CPUs is expected to grow 5x by 2030:
- from $30 billion in 2025
- to $170 billion in 2030"

"We expect ‎$ARM to double its share in this market:
- from 15% in 2025
- to 40-45% in 2030"

"Order of biggest beneficiaries:
‎$ARM = the biggest winner thanks to energy efficiency aligned with Agentic AI requirements
‎$AMD = strength in high core count and multithreading
‎$INTC = trying to narrow the gap through Coral Rapids + benefiting from PC growth"

"Update on ‎$ARM‎ valuation:
- Target price: from $175 to $245 (+40%)
- Target P/E ratio: 67x (up from 59x)
- PEG growth multiple: 1.8x (up from 1.6x)
- Long-term annual earnings growth: 37% (up from 36%)
- Average earnings per share for 2027/2028 = $3.68"

#GateSquareMayTradingShare #BitcoinHoldsFirmAbove80K #CryptoMarketRecovery $BTC $NAS100100 $AMD ‎$INTC ‎$ARM
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