In its latest research report published on October 6, Citi noted that personal AI agents like Meta Muse are pushing the expected computing hardware market to new highs. The bank projects that the total addressable market (TAM) for global CPUs will expand from $29 billion in 2025 to $300 billion by 2030, representing a compound annual growth rate (CAGR) of 60%.

The report states that Meta is one of AMD's largest server business clients, making AMD a primary beneficiary of the CPU resurgence, with its price target raised to $800. Concurrently, if Meta Muse reaches 100 million daily active users, it would require approximately 200,000 to 390,000 Blackwell-level GPUs, potentially generating $7 billion to $19 billion in one-time revenue for NVIDIA.