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.

[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 standalone CPU revenue already on track to hit \~$20B this fiscal year, more than doubling by FY28. Even ARM is cashing in as the architecture shift eats into Intel and AMD's piece of the pie. Who'd you bet on to come out on top of this agent AI CPU race?