Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
Joined August 2023
720 Following 145.2K Followers
Great estimate
I personally believe that CPU for agentic AI will cross 50% of the total market by 2030
Ben estimates 62% CAGR for agentic CPUs
The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said...
This was a stab at detailing the market and TAM size from mid-March.
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