From GPU to CPU: How Will the AI Agent Revolution Ignited by Meta's (META.US) Muse Reshape the Chip Industry Landscape?

Zhito Finance APP has learned that the news of Meta's personal AI agent Muse surpassing 2.5 million downloads within six days of launch and topping the Apple US App Store free chart was like a stone thrown into the global AI stock pool, stirring up ripples layer by layerAMD surged past a trillion-dollar market capitalization on Monday, staging a rare "CPU rally" together with Meta, Intel, and Arm. On the surface, this was a sector frenzy driven by a single hit product; in essence, it was the market repricing the structural shift in computing power triggered by AI moving from "generation" to "action."