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Everyone Is Chasing Nvidia: BofA Securities Sees $210 Billion CPU Boom for These 3 Stocks

BenzingaAug 13, 2026, 3:28 PMPiero Cingari

BofA Securities sees AI agents driving server CPU demand to $210 billion by 2030, with AMD, Intel and ARM positioned for the next AI wave.

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benzinga
Observed
Aug 13, 2026, 3:28 PM
Checked
Aug 13, 2026, 3:28 PM
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Captured once, then retained as an archive reference
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