Morgan Stanley Says Agentic AI Will Supercharge Data-Center CPU Demand by 2030 — Here’s What That Means
If you thought the AI hardware race began and ended with GPUs, think again. Morgan Stanley just threw a curveball into the AI infrastructure narrative: the next big wave of spending won’t be all about Nvidia-style GPU buildouts. Instead, the bank forecasts a massive surge in demand for data-center CPUs and memory — driven by…