Morgan Stanley: AI agents will increase chip spending, expanding from GPUs to CPUs

Mars Finance News, April 20 — Morgan Stanley stated that increasingly autonomous artificial intelligence could boost demand for central processors (CPU), reshape data center construction, and expand investments beyond graphics chips that have dominated the AI boom so far. In a note issued on Sunday, Morgan Stanley said, “As AI shifts from generation to autonomous action, the computing bottleneck is moving toward CPUs and memory, driving a leap in general-purpose computing intensity.” Morgan Stanley added that demand for graphics processing units (GPU) remains strong. Morgan Stanley estimates that by 2030, proxy AI will add between $32.5 billion and $60 billion to the already over $100 billion data center CPU market. Proxy AI refers to systems capable of planning tasks and taking actions independently, rather than simply responding to prompts. Morgan Stanley stated that the next wave of proxy AI will be driven more by coordination than raw computing power. (Wide-angle observation)