Key Points Autonomous agents are powered by inference, which requires a higher proportion of CPU-based computing. Intel, AMD, and Arm all stand to benefit from higher CPU demand. 10 stocks we like better than Intel › Meta Platform 's (NASDAQ: META) new Muse personal artificial intelligence (AI) agent is off to a fast start. After being the most downloaded free iPhone app in the U.S. for the past three days, according to Sensor Tower, Muse has investors excited about a potential boom in AI agent-fueled sales of central processing units (CPUs). Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase.
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