Rise of the AI Age— Global Implications

For additional details see: Technology: Rise of the AI Agent – Global Implications (19 Apr 2026)

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AI Agent Architecture – CPU Orchestration, Memory and GPU Execution

Source: Morgan Stanley Research.

Enterprise context that grounds the answer in proprietary data

CPU Is the New Bottleneck in Agentic AI

• Agentic AI could add US$32.5-60bn CPU opportunity and 15-45EB of DRAM demand by 2030e

Source: Morgan Stanley Research estimates.

Source: Morgan Stanley Research estimates.

Source: Morgan Stanley Research.

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