{"slug": "bank-of-america-projects-2-2t-data-center-market-by-2030", "title": "Bank of America projects $2.2T data-center market by 2030", "summary": "Bank of America's Global Research team projects the total data center systems market will reach $2.2 trillion by 2030, driven by AI infrastructure, with AI data center systems alone accounting for $1.7 trillion. The bank, led by semiconductor analyst Vivek Arya, also raised its server CPU total addressable market forecast to $210 billion by 2030, citing the rise of agentic AI, and expects hyperscalers' combined capital expenditure to exceed $700 billion in 2026, a 75% year-over-year increase.", "body_md": "Via freebiesupply.com\n\n# Bank of America projects $2.2T data-center market by 2030\n\nAI infrastructure is eating the world, and BofA just put a very specific price tag on exactly how much it will cost\n\nBank of America’s Global Research team forecasts the total data center systems market will hit $2.2 trillion by 2030, a figure driven overwhelmingly by the buildout of artificial intelligence infrastructure.\n\nThe projection, led by BofA semiconductor analyst Vivek Arya, reflects a market that the bank itself keeps revising upward. AI data center systems alone now account for roughly $1.7 trillion of that $2.2 trillion total, up from previous estimates that ranged between $1.2 trillion and $1.4 trillion.\n\n## CPUs are having a moment\n\nOne of the more interesting shifts buried in BofA’s analysis is the resurgence of the humble CPU. BofA now estimates the server CPU total addressable market will exceed $210 billion by 2030, revised upward from $170 billion.\n\nThe driver behind this CPU renaissance is agentic AI, a category of applications where AI systems operate with greater autonomy, making decisions and executing tasks rather than simply generating text or images. These workloads lean more heavily on CPUs than on the GPUs that power training runs for large language models.\n\nCurrently, the server CPU market represents about 10% of the projected $2.2 trillion total, up from roughly 7% in earlier forecasts.\n\n## Hyperscalers are writing enormous checks\n\nThe spending engine behind these projections is the hyperscaler cohort: think Microsoft, Google, Amazon, and Meta. BofA expects their combined capital expenditure to exceed $700 billion in 2026 alone. That represents a 75% increase year-over-year.\n\nBofA has financed over 5 gigawatts of global data center projects in the last 18 months. Among those is a $16 billion data center campus in Michigan designed to handle workloads for Oracle and OpenAI.\n\n## What’s actually inside the $2.2 trillion\n\nThe $2.2 trillion figure encompasses the full stack of data center systems: servers, accelerators, memory, networking equipment, and related hardware. AI-specific components are expected to dominate, which is why the AI data center systems slice grew from earlier estimates to $1.7 trillion while the overall market envelope only expanded modestly.\n\n**Disclosure:** This article was edited by Editorial Team. For more information on how we create and review content, see our\n\n[Editorial Policy](https://cryptobriefing.com/editorial-policy/).", "url": "https://wpnews.pro/news/bank-of-america-projects-2-2t-data-center-market-by-2030", "canonical_source": "https://cryptobriefing.com/bofa-2-2-trillion-data-center-market-2030/", "published_at": "2026-08-14 14:28:32+00:00", "updated_at": "2026-08-14 14:55:18.278880+00:00", "lang": "en", "topics": ["ai-infrastructure", "ai-research", "ai-chips"], "entities": ["Bank of America", "Vivek Arya", "Microsoft", "Google", "Amazon", "Meta", "Oracle", "OpenAI"], "alternates": {"html": "https://wpnews.pro/news/bank-of-america-projects-2-2t-data-center-market-by-2030", "markdown": "https://wpnews.pro/news/bank-of-america-projects-2-2t-data-center-market-by-2030.md", "text": "https://wpnews.pro/news/bank-of-america-projects-2-2t-data-center-market-by-2030.txt", "jsonld": "https://wpnews.pro/news/bank-of-america-projects-2-2t-data-center-market-by-2030.jsonld"}}