Meta Muse fuels agentic AI demand, tightening CPU supply

T2Covered by 1 source · first reported by DigiTimes (headlines) at 27 Sept, 04:23 UTC

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the…