$Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Intel(INTC)$ JPM's Wiwynn report models what Meta's Muse adoption could mean for CPU demand. At 100M monthly active users, their assumptions point to roughly 600,000 additional CPUs and about 300,000 general servers, based on dual-socket systems running 64-core AMD Venice processors. Agentic AI could drive meaningful CPU demand alongside accelerator spending.
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