TechFlow News, May 25: Morgan Stanley noted that the global semiconductor industry’s market size could reach $1.5 trillion by 2030, with AI-related semiconductor products accounting for roughly half of that total. Capital expenditures (capex) by major cloud service providers remain robust. According to Morgan Stanley’s Cloud Capex Tracker, cloud capex is projected to approach $811 billion by 2026.
The research suggests that agent-based AI is generating steadily growing opportunities for CPU applications. As AI shifts from inference to execution, GPU computational intensity increases accordingly. The firm has raised its base-case Total Addressable Market (TAM) estimate for orchestration CPUs to $79 billion, and forecasts the TAM for CPU orchestration technologies to reach $23.8 billion. (Jinshi)
