AI and Agentic CPU markets projected for rapid growth through 2035

The global AI assistant market is projected to expand from USD 3.35 billion in 2025 to USD 21.11 billion by 2030, representing a compound annual growth rate (CAGR) of 44.5%. This growth is driven by the adoption of generative AI, enterprise demand for automation, and advancements in large language models. North America held the largest market share in 2025.

Simultaneously, the agentic CPU market is expected to see even more rapid expansion. Valued at USD 3.3 billion in 2025, the market is forecasted to reach approximately USD 1,155.2 billion by 2035, with a CAGR of 79.1%. This surge is linked to the integration of autonomous AI agents into business workflows and increasing demand for specialized hardware.

Infrastructure requirements are scaling alongside these technologies. Global data center electricity consumption, which reached 415 TWh in 2024, is projected to nearly double to 945 TWh by 2030. In the semiconductor sector, logic chip sales saw significant growth, reaching USD 301.9 billion, as chipmakers increase capacity for agentic workloads. North America continues to lead the agentic CPU market, accounting for over 46.5% of global revenue in 2025.