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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.
Morgan Stanley projects agentic AI could add $32.5–60 billion to the CPU market by 2030.
KEY POINTS
- 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
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