Veytics Intelligence
2026-10-06 · CNBC

Meta Muse gives AMD a boost as AI momentum shifts to personal agents

The personal AI agent boom is giving AMD and Intel new life after the companies spent years watching Nvidia and its GPUs dominate the artificial intelligence market. The central processing unit (CPU) was once the primary workhorse of a computer server before Nvidia's graphics processing units took center stage with the launch of ChatGPT and the start of the generative AI era. Now CPUs are back, lifting the fortunes of market leaders AMD and Intel, whose chips specialize in powering long-running agents that can work for hours on their own. Last week OpenAI released its AI agent Dots, following the lead of Meta , which debuted Muse in early September. Muse caught on so quickly that it topped the Apple App Store in less than two weeks .

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