Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
data center buildout and widen investment beyond ?the graphic chips that have dominated the AI boom so far. "As AI ?transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity," Morgan Stanley said in a note on ?Sunday, adding that ?demand for graphic processing units (GPUs) remains strong. • Morgan Stanley estimates agentic AI could add $32.5–60 billion ?to a data-centre CPU market already exceeding $100 billion by 2030. • Agentic AI refers to systems that can plan tasks and ?take actions ?on their own, rather ?than simply responding to prompts. • ?Morgan Stanley said the next wave of agentic AI will be driven more by coordination than just raw computing power. • CPUs are increasingly acting as the control layer for AI systems that manage multistep tasks. • Memory demand ?is set to rise sharply, widening ?AI spending beyond GPUs to chipmakers, ?memory suppliers an
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