AMD hits $1 trillion on CPU demand for personal AI agents

AMD shares rose almost 3% to $649.42 on 6 October 2026, pushing its market value past $1 trillion on demand for general-purpose server CPUs. Meta's Muse agent runs on 2 EPYC cores and 8GB per sandbox, while OpenAI's Dots uses a nine-core slice of an EPYC 9V74 with 9.73GB. Futurum estimates $118 billion in CPU sales in 2027; AMD forecasts a $220 billion CPU market by 2030.

• AMD closed at $649.42 on 6 October 2026, up almost 3%
• AMD data centre revenue more than doubled to $6.7 billion in the June quarter
• Muse runs on 2 EPYC Turin cores and 8GB per sandbox
• Dots uses a nine-core EPYC 9V74 slice with 9.73GB of memory