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Mizuho: agentic AI to drive 30% of 2030 CPU shipments

The report cites Meta Muse passing 5 million users in 22 days and OpenAI launching dots, sees the agentic AI market reaching $80B by 2030, and names ARM, Nvidia and AMD as beneficiaries.

Arvind Srinivas

@glocalinvestorArchived 26 days agoOriginally posted 2026.10.07

Mizuho: agentic AI to drive 30% of 2030 CPU shipments (image 1 of 3)

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Mizuho: agentic AI to drive 30% of 2030 CPU shipments (image 3 of 3)

Arvind Srinivas @glocalinvestorOriginally posted 2026.10.07

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Mizuho: Agentic AI drives 30% of CY30 expected CPU units. - Adoption of Agentic AI accelerating (5M+ $META Muse users in 22 days & OpenAI debuts dots) - Estimates Agentic AI TAM to hit $80B by 2030, growing at a 123% CAGR - Key beneficiaries: $ARM with AGI CPU; $NVDA and $AMD Issues buy rating for $AMD (PT: $705); $SNDK (PT: $2050); $DELL (PT: $650). Strangely enough have issues neutral rating to $INTC (PT: $92) and $SMCI (PT: $35)

x.com/glocalinvestor/status/2107810924786573518Archived 2026.10.08 10:37