Microsoft confirmed that Meta will not purchase new chips from it to scale Muse, its autonomous AI agent launched on September 8, 2026. The application quickly topped app store charts with hundreds of thousands of daily active users. Muse requires both CPU resources for orchestration and VM maintenance, and GPU support for model inference, creating unprecedented demand for semiconductors. AMD’s market cap briefly touched $1 trillion, while Intel and Arm shares rose 12% and 17% respectively over two days. Meta is maintaining its multi-vendor strategy with AMD and Nvidia without adding Microsoft to its chip procurement for Muse.
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