What Happened? A number of stocks jumped in the afternoon session after investors extended a multi-day rally driven by rising compute demand for agentic artificial intelligence following the rollout of Meta Platforms' Muse agent. The catalyst centers on the compute requirements of autonomous software. Meta wrote on its research blog that each Muse agent operates inside a dedicated cloud virtual machine with persistent central processing unit and memory resources to manage operating systems, compile code, and coordinate subagents.This expands infrastructure demand beyond graphics accelerators to general-purpose server processors.
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