Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
Summary
Morgan Stanley predicts agentic AI will significantly boost CPU demand, adding $32.5–60 billion to the data center market by 2030.
Description
Morgan Stanley predicts agentic AI will significantly boost CPU demand, adding $32.5–60 billion to the data center market by 2030.
Original reporting
AFBytes is a read-only aggregator. Use the original source for full context and complete reporting.
Open original source