Microsoft says Meta will not buy new chips to scale Muse agent
Meta confirmed that it will not purchase new chips from Microsoft to support its recently launched personal AI agent, Muse. The agent, which debuted on September 8, 2026, quickly rose to the top of app‑store charts and now sees hundreds of thousands of daily active users. Muse runs on Meta’s own Muse Spark model inside persistent cloud virtual machines, requiring continuous CPU resources for…
Key points
- Meta confirmed it will not purchase new chips from Microsoft for its Muse agent
- AMD’s market cap briefly hit $1 trillion after Muse’s launch; Intel shares rose 12% and Arm up 17% in late September 2026
- Muse runs on Meta’s Muse Spark model inside persistent cloud VMs and uses a multi‑vendor chip strategy with AMD, Nvidia and others
The chip decision sparked noticeable market reactions. AMD’s market capitalization briefly touched $1 trillion, while Intel shares climbed 12% between September 22 and 23, 2026, and Arm shares rose 17% over the same period. Meta is pursuing a multi‑vendor hardware strategy, partnering with AMD, Nvidia and others, but has excluded Microsoft from new chip procurement tied to Muse. The move underscores the growing hardware demand of autonomous AI agents and highlights the competitive tension between Meta’s agentic ambitions and Microsoft’s own AI initiatives built on Azure and Copilot.
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Microsoft confirms Meta won’t buy new chips from it to scale Muse
cryptobriefing.com · 30 September 2026
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