BlueField 4

Headlines · 1

1. Oct 9
   Citi: Meta Muse agents could shift CPU-GPU ratios toward 1:1

   In an Oct. 6 research note, Citi argues that always-on personal AI agents such as Meta Muse consume compute at orders of magnitude above chatbots, pushing the CPU-to-GPU ratio from 1:8 in training and 1:4 in inference toward 1:1 or higher for agentic workloads. The bank estimates 100 million Muse daily active users would require roughly 200,000–390,000 Blackwell-class GPUs, worth $7 billion–$19 billion in one-time revenue for Nvidia, and projects the global CPU total addressable market growing from $29 billion in 2025 to $300 billion by 2030. It also flags knock-on demand for DRAM, SSDs and data-centre network traffic.

   36氪 人工智能 · 🔥 0

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