The Agent AI boom is reshaping the computational frameworks within data centers, substantially enhancing the strategic importance of CPUs. According to Bank of America Securities' latest report, the forecast for the total potential market size of server CPUs by 2030 has been revised upwards to surpass $210 billion. This marks an increase of over 20% from the previous estimate of roughly $170 billion. Furthermore, the anticipated annual compound growth rate has also been adjusted upwards, from 30% to 36%.