Meta’s Muse boosts AMD stock as AI agents shift workload to CPUs
AMD and Intel are seeing a surge in demand as AI agents like Meta’s Muse and OpenAI’s Dots shift computational workloads from GPUs to CPUs. Muse, launched in early September, topped the Apple App Store in under two weeks and has surpassed 5 million downloads since its release. AMD’s stock jumped 32% in the past month, while Intel’s rose 21%, outpacing tech megacaps. AMD’s data center revenue…
Key points
- Meta’s Muse topped Apple App Store in under two weeks after launch, with 5M downloads since September
- AMD stock rose 32% in past month as AI agents increase CPU demand, data center revenue doubled to $6.7B
- Analysts estimate Muse could drive 20% of AMD’s 2026 chip sales, with user costs averaging $37/month
The shift stems from agents needing long-running virtual machines, which rely on CPUs rather than GPUs for execution. Meta’s Muse runs on AMD-powered virtual machines using two CPU cores, while OpenAI’s Dots reportedly uses an AMD EPYC 9V74 CPU with nine cores. Benchmarks show AMD’s EPYC processors—like the 9D25—are significantly cheaper than Nvidia GPUs, which cost over ten times more per chip. Analysts estimate Muse could account for 20% of AMD’s 2026 chip sales, with serving costs ranging from $3 to $130 per user, averaging $37 monthly. Futurum Group forecasts $118 billion in total CPU sales for 2027, nearly double its previous estimate, while AMD predicts the CPU market will hit $220 billion by 2030.
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The story so far
6 episodes →- Meta’s Muse boosts AMD stock as AI agents shift workload to CPUsthis story
Meta Muse gives AMD a boost as AI momentum shifts to personal agents
CNBC Technology · 6 October 2026
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