According to the latest report from TrendForce, Meta's AI agent Muse is pushing CPUs from a supporting role to center stage in the AI narrative. The report indicates that CPU lead times have extended from the usual 16-20 weeks to 25-30 weeks, directly attributing this change to the demand for CPUs driven by AI agents like Muse. This marks the first time the market has obtained direct evidence at the supply chain level of AI agents impacting CPUs, signifying that the squeezing effect of AI agents on hardware infrastructure has spread from GPUs to CPUs. However, the report does not specify which part of the delivery process is causing the extension, and there remains a significant expectation gap regarding the scale of demand.