- Entry
- $227.38
- Now
- $237.75 +4.6%
- Target
- —
- Score
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[Forget the old take that Intel and AMD automatically clean up from AI agent demand.](https://www.moomoo.com/news/post/76501046?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D) Agentic AI runs on dedicated cloud VMs that chew through way more CPUs, and the demand surge is already real: prices for server CPUs are up 40%+ this year, cloud-only CPU instances jumped 25% recently. The real winners this cycle? Hyperscalers like Amazon, Microsoft and Google are locking in huge share with their own custom Arm-based chips, and Nvidia is blowing past everyone with its …
— ORIGINAL POST ·
Meta Muse just hit No.1 on the US iPhone free app chart 10 days post-launch — and the real play here isn't just the AI hype, it's what it means for the CPU market.
· r/smallstreetbets
· Sep 21, 2026