On June 12th, ARM's stock price rose nearly 10% to $376.18. Vivek Arya, an analyst at Bank of America's Global Research Division, predicts that the total potential market size for server CPUs will increase from $35 billion in 2025 to $170 billion in 2030, which is higher than the previously estimated $125 billion. Vivek Arya stated that the rise of proxy AI has brought benefits to Intel, AMD, and challengers based on Arm architecture.
