RJ Model Base Case: CPU TAM Expansion Driven by Agents
@RealNickMugalli's chart drew 75.9K views on X: #17 of 41 business charts about the 10 largest tech stocks we read. Read Oct 14, 2026.
Total CPU TAM is projected to increase from approximately 25 USD billions in CY21 to 240 USD billions in CY30E, while Total Agents are projected to increase from 100 millions in CY21 to 4000 millions in CY30E.
RJ Model Base Case: CPU TAM Expansion Driven by Agents
The numbers
0 of 50 numbers are printed on the original chart; the rest are estimates read off its axis. Read off the image by our vision model; check the original before you quote one.
| Label | Series | USD billions, Millions | How we know |
|---|---|---|---|
| CY21 | GP Datacenter CPU TAM | 25 | estimate |
| CY21 | Agentic CPU TAM | 0 | estimate |
| CY21 | Headend CPU TAM | 0 | estimate |
| CY21 | Total Agents | 100 | estimate |
| CY21 | Active Agents - Average | 0 | estimate |
| CY22 | GP Datacenter CPU TAM | 25 | estimate |
| CY22 | Agentic CPU TAM | 0 | estimate |
| CY22 | Headend CPU TAM | 0 | estimate |
| CY22 | Total Agents | 150 | estimate |
| CY22 | Active Agents - Average | 0 | estimate |
| CY23 | GP Datacenter CPU TAM | 20 | estimate |
| CY23 | Agentic CPU TAM | 0 | estimate |
| CY23 | Headend CPU TAM | 0 | estimate |
| CY23 | Total Agents | 200 | estimate |
| CY23 | Active Agents - Average | 0 | estimate |
| CY24 | GP Datacenter CPU TAM | 20 | estimate |
| CY24 | Agentic CPU TAM | 5 | estimate |
| CY24 | Headend CPU TAM | 5 | estimate |
| CY24 | Total Agents | 300 | estimate |
| CY24 | Active Agents - Average | 50 | estimate |
| CY25 | GP Datacenter CPU TAM | 25 | estimate |
| CY25 | Agentic CPU TAM | 10 | estimate |
| CY25 | Headend CPU TAM | 10 | estimate |
| CY25 | Total Agents | 500 | estimate |
| CY25 | Active Agents - Average | 100 | estimate |
| CY26E | GP Datacenter CPU TAM | 25 | estimate |
| CY26E | Agentic CPU TAM | 20 | estimate |
| CY26E | Headend CPU TAM | 20 | estimate |
| CY26E | Total Agents | 1200 | estimate |
| CY26E | Active Agents - Average | 200 | estimate |
| CY27E | GP Datacenter CPU TAM | 30 | estimate |
| CY27E | Agentic CPU TAM | 45 | estimate |
| CY27E | Headend CPU TAM | 40 | estimate |
| CY27E | Total Agents | 2000 | estimate |
| CY27E | Active Agents - Average | 350 | estimate |
| CY28E | GP Datacenter CPU TAM | 40 | estimate |
| CY28E | Agentic CPU TAM | 60 | estimate |
| CY28E | Headend CPU TAM | 60 | estimate |
| CY28E | Total Agents | 2800 | estimate |
| CY28E | Active Agents - Average | 600 | estimate |
| CY29E | GP Datacenter CPU TAM | 50 | estimate |
| CY29E | Agentic CPU TAM | 70 | estimate |
| CY29E | Headend CPU TAM | 80 | estimate |
| CY29E | Total Agents | 3300 | estimate |
| CY29E | Active Agents - Average | 900 | estimate |
| CY30E | GP Datacenter CPU TAM | 60 | estimate |
| CY30E | Agentic CPU TAM | 80 | estimate |
| CY30E | Headend CPU TAM | 100 | estimate |
| CY30E | Total Agents | 4000 | estimate |
| CY30E | Active Agents - Average | 1300 | estimate |
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