According to a research report published by Citi, a number of personal AI agent products have appeared on the market, including Muse, Dots, Instinct, GrokBot, and GeminiSpark. The total potential CPU market size is expected to expand from US$29 billion in 2025 to US$300 billion in 2030, with a compound annual growth rate of 60%. Citi believes that unlike most traditional chat-based AI that is idle, AI agents are expected to increase demand for geometric computing power, raise AMD's target price from $575 to $800 and maintain a “buy” rating. It is expected to be the main beneficiary of the CPU revival, and Intel will be the secondary beneficiary; it also reaffirms Nvidia's “buy” rating, with a target price of $315.
Zhitongcaijing · 2d ago
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According to a research report published by Citi, a number of personal AI agent products have appeared on the market, including Muse, Dots, Instinct, GrokBot, and GeminiSpark. The total potential CPU market size is expected to expand from US$29 billion in 2025 to US$300 billion in 2030, with a compound annual growth rate of 60%. Citi believes that unlike most traditional chat-based AI that is idle, AI agents are expected to increase demand for geometric computing power, raise AMD's target price from $575 to $800 and maintain a “buy” rating. It is expected to be the main beneficiary of the CPU revival, and Intel will be the secondary beneficiary; it also reaffirms Nvidia's “buy” rating, with a target price of $315.
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