AI agents fuel surging CPU demand! Mizuho anticipates a market size of $209 billions by 2030, raises target prices for AMD (AMD.US), Intel (INTC.US), and others
智通财经2026/10/06 15:51According to Zhitong Finance APP, Mizuho stated that with the rapid increase in AI agent application scenarios, server CPU demand is expected to see significant growth, further driving demand for DRAM, NAND, and server equipment. Based on the latest forecasts for AI agent infrastructure demand, Mizuho has raised the target prices for AMD (AMD.US), Intel (INTC.US), Dell (DELL.US), SanDisk (SNDK.US), and Super Micro Computer (SMCI.US), while reiterating its bullish outlook on NVIDIA (NVDA.US) and Micron Technology (MU.US).
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