Growing adoption of personal AI agents could shift more computing workloads toward CPUs, benefiting AMD and Intel
AMD (AMD) shares climbed to fresh highs as growing enthusiasm around Meta’s Muse AI agent highlighted a potentially expanding role for traditional CPUs in the artificial intelligence boom.
AMD and rival Intel (INTC) have outperformed several megacap technology companies this year and over the past month as investors reconsider how AI workloads could evolve beyond the GPU-heavy infrastructure that has benefited Nvidia.
While GPUs remain essential for training and running large artificial intelligence models, increased adoption of personal AI agents could create additional demand for CPUs. These processors are widely used for general-purpose computing and could handle a growing portion of the tasks generated by AI agents.
Ryan Shrout, president of Signal65, said increasing agent creation and usage could gradually shift more workloads from GPUs toward CPUs.
That trend could provide another growth opportunity for AMD as AI expands beyond data-center model training and becomes more deeply integrated into everyday computing and automated workflows.
