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Will the explosive popularity of the AI agent Muse benefit hardware? Jefferies: Server CPUs are back in the spotlight; PCBs and ABF substrates may see a revaluation.

Will the explosive popularity of the AI agent Muse benefit hardware? Jefferies: Server CPUs are back in the spotlight; PCBs and ABF substrates may see a revaluation.

The phenomenal success of Meta's AI agent Muse is drawing market attention back to the server CPU supply chain. Jefferies believes that as AI accelerates its evolution from chatbots to agent applications, the demand for computing power in inference, orchestration, and infrastructure layers will continue to expand, potentially
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AI trading is making a comeback, with Asian markets rising and then falling back. South Korean stocks closed up 0.15%, Brent crude rebounded 1.5%, and gold fell below $4300.

AI trading is making a comeback, with Asian markets rising and then falling back. South Korean stocks closed up 0.15%, Brent crude rebounded 1.5%, and gold fell below $4300.

Global stock markets continued their upward trend, driven by rising enthusiasm for artificial intelligence investment. Meanwhile, rising oil prices and the prospects for the US-China summit became the focus of market attention. The strong market response to Meta's next-generation AI agent, Muse, has become the core driver of
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