TradingKey – With the rollout of personal AI agent applications such as Meta Muse, market expectations for server CPU demand continue to heat up. Mizuho raised its price target on AMD from $580 to $705, while Citi raised its target to $800, believing AMD (AMD) is poised to be a major beneficiary of the new round of CPU demand expansion.

Compared with chatbots that wait for user prompts, AI agents can continuously execute tasks, call tools, and run code. This shift not only increases GPU inference demand, but may also drive up the consumption of CPUs, memory, and networking infrastructure.