This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) temporarily topped $1 trillion in market value as Meta's new Muse AI agent ignited a new narrative around what may become yet another big source of chip demand: CPUs.AMD shares rose 2.4% Thursday and around 1% in after-hours trade. Intel (INTC) rallied 3.9% Thursday and gained around 1% overnight. Intel is now up 17.3% this week, Arm up 12.4% The rise indicates increasing investor interest in whether agentic AI could alter the mix of hardware required within data centers.Chatbots are usually just a prompt-response system, an AI agent can run continuously in its own cloud-based virtual computer.
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