InsightThe $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed YetBrendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure’s fleet data, NVIDIA Vera is best aligned, and Intel, Arm, and AMD each hold a piece it lacks.Brendan Burke·October 1, 2026