Gate News message, April 20 — Morgan Stanley forecasts that autonomous AI systems could significantly lift central processing unit (CPU) demand by 2030, reshaping data center investments and expanding AI spending beyond graphics processing units (GPUs). The bank estimates agentic AI could add $32.5 billion to $60 billion to a data center CPU market projected to exceed $100 billion by 2030, while also driving memory demand.
Agentic AI systems rely on CPUs for general-purpose tasks such as code compilation, software tools, and database queries, roles GPUs are not designed for. Nvidia has introduced its Vera CPU specifically for agentic AI and reinforcement learning applications. SemiAnalysis research points to Microsoft’s Fairwater data centers supporting OpenAI, where a 48-megawatt CPU and storage infrastructure backs a 295-megawatt GPU cluster, a roughly 1-to-6 power ratio. Beneficiaries of this shift are expected to include Nvidia, AMD, Intel, Arm, Micron, Samsung, SK hynix, TSMC, and ASML.
Memory constraints are emerging as a critical bottleneck. Agentic AI systems depend on extended, persistent contexts that can rapidly expand memory requirements. SemiAnalysis projects memory will account for approximately 30% of hyperscaler capital expenditure in 2026, up from roughly 8% in 2023-2024. DRAM prices are anticipated to more than double in 2026, while High Bandwidth Memory (HBM) used in AI servers is expected to remain undersupplied through 2027, positioning suppliers like Micron and SK hynix as increasingly central to system costs and deployment timelines.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Villar Family Denies SEC Charges of Insider Trading and Market Manipulation
Billionaire Manny Villar and family denied insider trading and securities violation charges from the SEC, claiming no wrongdoing. They submitted counter-affidavits to the DOJ, asserting actions were made in good faith amid allegations of significant financial discrepancies.
GateNews1m ago
Global Semiconductor Equipment Makers' Top 10 Combined Revenue Exceeds $130 Billion in 2025
In 2025, the top 10 global semiconductor equipment manufacturers achieved over $130 billion in revenue, with ASML leading at $37.2 billion. The rankings remained unchanged from 2024, with combined revenue from the top five making up 85% of the total.
GateNews11m ago
Public Bitcoin Miners Sold Over 32,000 BTC in Q1 2026, Hitting Record High
In Q1 2026, Bitcoin miners sold over 32,000 BTC, the highest on record, to reinvest in AI infrastructure amid rising mining costs.
GateNews16m ago
Hong Kong SFC prepares the world’s first tokenized assets trading framework for VATP: money market funds to lead the way, gradually expanding to all authorized products
The Hong Kong Securities and Futures Commission will publish a framework in April 2026 that will allow licensed virtual asset trading platforms to conduct secondary-market transactions of tokenized assets, with the first batch including money market funds and future expansion to stocks, bonds, and more. This will make Hong Kong the first market to use Web3 infrastructure, and it will advance in step with the regulatory technology “CrypTech” to establish a regulatory template for tokenized finance. The move is intended to secure Hong Kong’s position as an Asia-Pacific digital-asset hub and to create competitive pressure on Taiwan-based industry players.
ChainNewsAbmedia18m ago
Singapore's STI Index Rises 0.1% Amid US-Iran Tensions
On April 20, Singapore stocks rose modestly, with the Straits Times Index up 0.1%. UOL was the top gainer, while Seatrium fell. Market activity saw slight declines outpacing gains, amid ongoing US-Iran tensions and rising oil prices.
GateNews21m ago
Tencent Completes Investment in Kaspi.kz with 6M ADR Purchase
Kaspi.kz, a Kazakh fintech firm, announced that Tencent and other investors acquired 6 million ADRs from Barings FinTech Ventures, with additional buyers including Spice Expeditions and U.S. university endowments.
GateNews31m ago
