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Story summary
- Morgan Stanley projects that agentic AI could add $32.5–60 billion to the data-center CPU market by 2030.
- The shift from content generation to autonomous actions will boost demand for CPUs and memory.
- GPUs remain essential, but CPUs will lead in managing complex workflows.
- The firm anticipates higher memory demand benefiting Micron, Samsung, and SK hynix, alongside manufacturers such as TSMC and ASML.
