Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
Morgan Stanley predicts that increasingly autonomous AI will boost demand for CPUs and reshape data center buildouts, adding $32.5-60 billion to the CPU market by 2030. The shift is expected to widen investment beyond graphics chips to CPU and memory suppliers.
Morgan Stanley expects autonomous AI to drive demand for central processing units (CPUs) and reshape data center buildouts. The brokerage estimates agentic AI could add $32.5-60 billion to the data-center CPU market by 2030, which is already over $100 billion. As AI becomes more autonomous, the computing bottleneck is shifting towards CPU and memory. CPUs are increasingly acting as the control layer for AI systems managing multistep tasks. Memory demand is set to rise sharply, benefiting chipmakers, memory suppliers, and manufacturers. Companies like Nvidia, AMD, Intel, and Arm in CPUs, and Micron, Samsung, and SK hynix in memory, are potential beneficiaries.
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