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Demand for CPUs is rising fast because of new agentic AI, unlike the past focus on GPUs. Morgan Stanley expects chip spending to grow by $60 billion by 2030.

#AgenticAI, #CPUDemand, #ChipIndustry, #MorganStanley, #AISystems
https://newsletter.tf/agentic-ai-boosts-cpu-demand-chip-spending-shifts/

Agentic AI Boosts CPU Demand, Chip Spending Shifts

New agentic AI needs more CPUs, changing chip spending. Morgan Stanley predicts $60 billion for CPUs and memory by 2030.

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May 20 at 8:50amNewsletterTF