TrendForce: CPU Lead Times Stretch to 25-30 Weeks on AI Agent Demand

TrendForce reports CPU lead times have nearly doubled to 25-30 weeks from the typical 16-20 weeks, driven by demand from personal AI agents like Meta Muse. Analysts debate the scale: estimates range from 12.5 to 25 million physical cores needed for 100 million Muse daily active users.

• CPU lead times grew from 16-20 weeks to 25-30 weeks
• Meta Muse gives each user a VM with 2 vCPUs, 8GB RAM, 100GB SSD
• 100M DAUs would require 25-50M live VMs depending on workload
• Demand estimate: 0.3-0.75 physical cores per VM, 0.5 base case