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#AMD1TChipStocksRally The AI trade may be expanding beyond GPUs 👀
AMD just crossed $1T in market value, while Intel and Arm rallied as investors rethink what AI agents mean for CPU demand.
What caught my attention is the workload itself. Agents like Meta's Muse can run independent virtual machines for browser and background tasks, potentially multiplying CPU usage.
GPUs trained the AI boom. If agents scale, CPUs may help run it.
Now orders and earnings need to prove the demand is real.
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