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Morgan Stanley forecasts agentic AI will create a $60B CPU market opportunity by 2030.

Identifies emerging CPU demand from agentic AI as a multi-billion dollar infrastructure market driver beyond current GPU focus.
Trade pressSlicast · April 22, 2026 · Global · Source: newkerala.com
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Morgan Stanley forecasts agentic AI will create a $60B CPU market opportunity by 2030.

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Morgan Stanley forecasts agentic AI will create a $60B CPU market opportunity by 2030. · Slicast