Rise of Agentic AI Expected to Boost CPU Chip Demand

Morgan Stanley forecast that the spread of Agentic AI will change the structure of spending on AI infrastructure.

While existing AI investment has mainly focused on GPUs (Graphics Processing Units), an agent-centered AI environment that autonomously performs tasks requires more general-purpose computing power. As a result, AI-related chip spending is expected to expand beyond GPUs into the CPU (Central Processing Unit) domain as well.

This shift is analyzed to diversify demand in the AI hardware market, leading companies to secure a wider range of computing resources to implement AI agents.