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Morgan Stanley: Agent AI Will Expand Chip Spending, Extending from GPUs to CPUs
2 hour ago /
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Author：小编
Morgan Stanley stated that increasingly autonomous artificial intelligence (AI) will drive demand for central processing units (CPUs), reshape data center construction, and expand investments beyond graphics chips. As AI transitions from generation to autonomous action, computing bottlenecks shift to CPUs and memory, fueling growth in demand for general-purpose computing power. Morgan Stanley projects that by 2030, agent AI will add $32.5 billion to $60 billion to the data center CPU market.
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