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The boom in personal AI agents is shifting AI momentum towards CPUs, with AMD and Intel shares rising 32% and 21% respectively over the past month.
The surge in personal AI agents like Meta's Muse is driving AI momentum towards CPUs, benefiting AMD and Intel. Over the past month, AMD and Intel's stock prices have risen by 32% and 21% respectively, outperforming large-cap tech stocks. AMD's data center revenue doubled to $6.7 billion in the quarter ending June, and it has entered the trillion-dollar market capitalization club. Analysts project the CPU market could reach $220 billion by 2030.
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