genai / news / / Livemint
As AI moves from single-task generation to autonomous, multi-step "agentic" systems, the economic value is migrating to the broader infrastructure stack.
Morgan Stanley reports CPUs and memory are emerging as new bottlenecks for agentic AI systems.
KEY POINTS
- Agentic AI can make CPU-side orchestration account for 50-90% of workload latency.
- Agentic workloads could drive 15-45 exabytes of extra DRAM demand by 2030.
- CPU vendors and memory suppliers may gain as much revenue as GPU leaders by 2030.
- AI infrastructure investment is broadening to include foundries, interconnects, and advanced packaging providers.
COMPANIES
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