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00:02The rise of personal AI agents is boosting demand for CPUs and giving AMD and Intel new
00:07momentum after years of NVIDIA-led GPU dominance, according to CNBC.
00:11AI agents such as OpenAI's Dots and Meta's Muse rely on CPUs to run long autonomous workflows,
00:17while GPUs handle AI inference.
00:20AMD has emerged as a major beneficiary, with its data center revenue more than doubling
00:25to $6.7 billion, or nearly 60% of total sales, in the quarter ended June.
00:30Intel is also seeing stronger CPU demand. Futurum estimates global CPU sales could
00:35reach $118 billion in 2027, while AMD expects the market to hit $220 billion by 2030.
00:43NVIDIA and ARM are also developing CPUs designed specifically for AI agents.
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