Personal AI agent boom lifts AMD and Intel as workloads shift to CPUs

The rise of personal AI agents like Meta Muse and OpenAI Dots is shifting workloads from GPUs to CPUs, boosting AMD and Intel. AMD shares jumped 32% and Intel 21% over the past month, with AMD entering the trillion-dollar market cap club.

• AMD shares rose 32% and Intel 21% in the past month, beating tech megacaps
• AMD data center revenue doubled to $6.7 billion, about 60% of total sales
• Meta's Muse hit 5 million downloads and topped the App Store in under two weeks
• Morgan Stanley: Meta's agent could drive 20% of AMD's 2026 chip sales