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AI News from ET - Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs

Vishwadeep Khatri
in AI News & Two Lenses

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Morgan Stanley predicts that as AI evolves towards autonomous action, demand will shift towards CPUs and memory, reshaping data center buildouts. This transition is expected to drive significant growth in the data center CPU market, expanding AI investment beyond GPUs to a wider range of chipmakers and memory suppliers.

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