Agents that operate continuously, like Meta Muse, are set to significantly escalate the consumption of computing power. This trend will prompt a shift in the CPU-GPU ratio, moving from 1:8 during the training phase to a more balanced 1:1. Projections indicate that by 2030, the global market size for CPUs could explode from $29 billion in 2025 to a staggering $300 billion, marking a compound annual growth rate (CAGR) of 60%. Should Meta Muse achieve a milestone of 100 million daily active users, it would necessitate between 200,000 and 390,000 Blackwell-level GPUs. This demand would, in turn, generate a substantial revenue stream for NVIDIA, ranging from $7 billion to $19 billion. The advent of such agents has revolutionized the allocation of computing tasks, with CPUs now emerging as the new bottleneck. Concurrently, this shift is fueling growth in demand across the GPUs, memory, and networking sectors. Major computing power providers, including AMD and NVIDIA, stand to reap direct benefits from this evolving landscape.
