How many users does Meta's Muse have?

Meta's Muse agents have roughly 2 million daily active users as of Oct. 5, and the app sits atop the most downloaded apps on Apple's App Store.

Why does the CPU market grow with AI agents?

AI agents require sequential logic, which GPUs are not good at, so server CPUs become more important. The GPU-to-CPU ratio is expected to drop toward 1:1 for AI agent servers.

Which companies are expected to benefit from server CPU demand?

Arm Holdings, AMD, Intel and Nvidia are named as semiconductor stocks positioned to benefit, with Arm projected to gain the most from the trend.

Large Language ModelsAI Stocks & MarketsAI Business & IndustryYahoo Finance AI1m agoOct 11, 2026, 01:00 JST

Meta's Muse drives data center CPU boom to $210.6 billion by 2030

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Bank of America projected the data center CPU market will grow from around $61.4 billion this year to $210.6 billion in 2030, as AI agents like Meta's Muse lift server CPU demand.

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Context & Analysis

Meta introduced Muse just last month, and by Oct. 5 it already had roughly 2 million daily active users. That rapid adoption is one sign of the agentic AI trend that Bank of America expects to drive server CPU demand.

The projected shift from an 8:1 GPU-to-CPU ratio for AI model training and 4:1 for inference to 1:1 for AI agents suggests a much larger role for CPUs as agents become more common. Nvidia and AMD have placed their own server CPU market projections at $220 billion, close to Bank of America's $210.6 billion figure for 2030.

Arm is presented as the biggest potential winner, with Bank of America projecting that custom Arm-based chips could capture nearly 38% of the server CPU market in 2030 and Arm's new mass-market chip a 9.4% share. AMD is seen climbing from 27.7% this year to 30.7% in 2030, while Intel, above 40% in 2025, is projected to fall to around 22% by 2030.

FAQ

How many users does Meta's Muse have?: Meta's Muse agents have roughly 2 million daily active users as of Oct. 5, and the app sits atop the most downloaded apps on Apple's App Store.
Why does the CPU market grow with AI agents?: AI agents require sequential logic, which GPUs are not good at, so server CPUs become more important. The GPU-to-CPU ratio is expected to drop toward 1:1 for AI agent servers.
Which companies are expected to benefit from server CPU demand?: Arm Holdings, AMD, Intel and Nvidia are named as semiconductor stocks positioned to benefit, with Arm projected to gain the most from the trend.

Yahoo Finance AIRead Original Article

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