Anni Sen(@anni_sen):Not sure it’s only Muse driving demand. It’s inference workloads in general. The ratio of inference to training was 2:1, projected to skew higher. Barrons writes reason for CPU bump is - Intel, Arm Holdings and AMD shares rose Monday on investor excitement about CPU growth driven by Meta Platforms’ Muse AI agent.

Anni Sen

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

Joined January 2015

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Anni Sen@anni_sen

2026.09.21 15:21

Not sure it’s only Muse driving demand. It’s inference workloads in general. The ratio of inference to training was 2:1, projected to skew higher. Barrons writes reason for CPU bump is - Intel, Arm Holdings and AMD shares rose Monday on investor excitement about CPU growth driven by Meta Platforms’ Muse AI agent.