{"id":1004505,"date":"2026-04-23T10:44:19","date_gmt":"2026-04-23T05:14:19","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1004505"},"modified":"2026-04-23T11:02:27","modified_gmt":"2026-04-23T05:32:27","slug":"morgan-stanley-agentic-ai-shifts-value-from-gpus-to-cpus-and-memory-creating-up-to-60bn-incremental-cpu-tam-by-2030","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/04\/23\/morgan-stanley-agentic-ai-shifts-value-from-gpus-to-cpus-and-memory-creating-up-to-60bn-incremental-cpu-tam-by-2030\/","title":{"rendered":"Morgan Stanley: Agentic AI shifts value from GPUs to CPUs and memory, creating up to $60bn incremental CPU TAM by 2030"},"content":{"rendered":"<p>New Delhi [India], April 22 (ANI): The next phase of artificial intelligence is no longer just about faster GPUs. As AI moves from single-task generation to autonomous, multi-step &#8220;agentic&#8221; systems, the economic value is migrating to the broader infrastructure stack, with CPUs and memory emerging as the new bottlenecks, Morgan Stanley said in its latest research report.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Delhi [India], April 22 (ANI): The next phase of artificial intelligence is no longer just about faster GPUs. As AI moves from single-task generation to autonomous, multi-step &#8220;agentic&#8221; systems, the economic value is migrating to the broader infrastructure stack, with CPUs and memory emerging as the new bottlenecks, Morgan Stanley said in its latest research report.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[91,4,24],"tags":[],"class_list":["post-1004505","post","type-post","status-publish","format-standard","hentry","category-it-2-the-tribune","category-newspapers","category-the-tribune"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1004505","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1004505"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1004505\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1004505"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1004505"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1004505"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}