# Autonomous AI could boost demand for central processing units (CPUs) Morgan Stanley estimates agentic AI could add $32.5–60 billion to a data-centre CPU ‌market already exceeding $100 billion by 2030.

*genai · news · 2026-04-20 · The Hindu Business Line*

## Key points

- Morgan Stanley projects agentic AI could add $32.5–60 billion to the CPU market by 2030.
- AI's shift toward autonomy is increasing demand for CPUs and memory, not just GPUs.
- CPUs are becoming the control layer in AI systems managing multistep tasks and coordination.
- Memory requirements will rise, benefiting chipmakers, memory suppliers, and manufacturing companies.
- Supply-constrained ecosystem companies may gain more pricing power as AI demands evolve.

**Companies:** Nvidia, AMD, Intel, Arm, TSMC, ASML, Micron, Samsung, SK hynix
**Countries:** United States, South Korea, Taiwan

[Read the full story on The Hindu Business Line](https://www.thehindubusinessline.com/info-tech/morgan-stanley-sees-agentic-ai-widening-chip-spending-beyond-graphics-processors-to-cpus/article70883843.ece)

---

Canonical: https://newsio.io/n/b67d591d-a0f2-4707-b02a-b339708b30c0/autonomous-ai-could-boost-demand-for-central-processing-units-cpus-morgan-stanle
Summarized by Newsio from The Hindu Business Line. https://newsio.io/how-it-works