Muse topping the App Store is definitely interesting $Meta Platforms(META.US), but I see it more as an early signal than…

Muse topping the App Store is definitely interesting $Meta Platforms(META.US), but I see it more as an early signal than the main reason behind the chip rally. If AI agents become part of everyday workflows, they will need more compute not only for training, but also for inference and real-time interactions. That could create broader demand across CPUs, GPUs and AI accelerators.

For me, the bigger question is whether Muse can turn strong user adoption into sustained usage. One successful AI agent is not enough to prove a long-term hardware cycle, but if more agents start handling shopping, coding, productivity and other tasks, the amount of compute required could scale quickly. I am watching $AMD(AMD.US), $Intel(INTC.US) and $Arm(ARM.US) closely because the agentic AI story could eventually become another demand driver alongside the existing GPU and data-center boom.