Muse Buzz Triggers AI CPU Rally in Intel, Arm, and AMD

Meta’s Muse AI agent is driving optimism that AI workloads will shift more toward CPUs, lifting shares of major CPU makers like Arm (+17%), Intel (+12%), and AMD (+10%). Meta’s Muse promises task automation across email, calendars, and reservations, leveraging Meta’s vast data network. Analysts expect agentic AI to boost server CPU demand, with Arm forecasting a 35% yearly rise in the server CPU market to $120B by 2030 and AMD seeing even stronger growth to $220B by decade’s end. The Motley Fool highlights that Intel isn’t among its top stock picks despite the rally, noting the broader AI catalyst is expected to support CPU vendors more than GPU-focused players. Overall, a wave of AI-enabled applications could sustain higher CPU demand and elevate AI chip equities in the near term.