{"id":8081,"date":"2026-04-20T08:45:10","date_gmt":"2026-04-20T08:45:10","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/8081\/"},"modified":"2026-04-20T08:45:10","modified_gmt":"2026-04-20T08:45:10","slug":"morgan-stanley-sees-agentic-ai-widening-chip-spending-beyond-graphics-processors-to-cpus","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/8081\/","title":{"rendered":"Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">April 20 (Reuters) &#8211; Morgan Stanley said increasingly autonomous <a href=\"https:\/\/tech.yahoo.com\/ai\/\" data-ylk=\"slk:artificial intelligence;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;artificial intelligence&quot;}\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">artificial intelligence<\/a> could boost demand for central processing units (CPUs), \u200creshape data center buildout and widen investment beyond \u200cthe graphic chips that have dominated the AI boom so far.<\/p>\n<p class=\"yf-1fy9kyt\">&#8220;As AI \u200btransitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity,&#8221; Morgan Stanley said in a note on \u200cSunday, adding that \u2060demand for graphic processing units (GPUs) remains strong.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 Morgan Stanley estimates agentic AI could add $32.5\u201360 billion \u2060to a data-centre CPU market already exceeding $100 billion by 2030.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 Agentic AI refers to systems that can plan tasks and \u200btake actions \u200bon their own, rather \u200bthan simply responding to prompts.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 \u200cMorgan Stanley said the next wave of agentic AI will be driven more by coordination than just raw computing power.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 CPUs are increasingly acting as the control layer for AI systems that manage multistep tasks.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 Memory demand \u200cis set to rise sharply, widening \u200bAI spending beyond GPUs to chipmakers, \u200bmemory suppliers and \u200bmanufacturing.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 Companies in supply-constrained parts of the ecosystem \u200ccould gain more pricing power, \u200bthe brokerage \u200badded.<\/p>\n<p class=\"yf-1fy9kyt\">\u2022 Morgan Stanley sees the following companies as potential beneficiaries &#8211; <a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\" data-ylk=\"slk:Nvidia;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Nvidia&quot;}\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a>, AMD, Intel and Arm in CPUs and \u200baccelerators; Micron, Samsung \u200cand SK hynix in memory; TSMC and ASML \u200bacross chipmaking and equipment.<\/p>\n<p class=\"yf-1fy9kyt\">(Reporting by Rashika Singh in \u200bBengaluru; Editing by Eileen Soreng)<\/p>\n","protected":false},"excerpt":{"rendered":"April 20 (Reuters) &#8211; Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing units&hellip;\n","protected":false},"author":2,"featured_media":8082,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,7037,1893,304],"class_list":{"0":"post-8081","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-autonomous-action","11":"tag-central-processing-units","12":"tag-morgan-stanley"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/8081","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=8081"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/8081\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/8082"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=8081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=8081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=8081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}