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Why the AI bull market's obsession shifted away from Nvidia to memory chip makers

Cnbc · · 706 words · By Tobias Burns
AI Infrastructure Shift Stock Market Trends CPU vs GPU Demand
open_in_new Read the original article: https://www.cnbc.com/2026/05/14/orchestration-why-the-ai-bull-markets-obsession-…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

10 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 5
info Single Source 2
help Insufficient Evidence 2
verified Verified By Reference 1
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“Chipmaker stocks have exploded over the past month, with Micron up 80%, SanDisk up 52%, and Intel up 85%”
SINGLE SOURCE
While web search results confirm that semiconductor stocks (Intel, Micron) have been rising, the specific percentage gains (80%, 52%, 85%) for the past month are not present in the provided evidence. The evidence only mentions that they are rising.
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web search NEUTRAL — Find the latest Micron Technology, Inc. (MU) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MU/
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web search NEUTRAL — View live Intel Corporation chart to track its stock's price action. Find market predictions, INTC financials and market news.
https://www.tradingview.com/symbols/NASDAQ-INTC/
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web search NEUTRAL — Intel Stock Is Rising. What's Lifting Micron and Arm Too.The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst.
https://finviz.com/quote?t=INTC
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“Morgan Stanley analyst Shawn Kim and colleagues wrote in a Monday note to investors: 'We believe agentic AI will increase the CPU-to-GPU mix in AI systems by adding more orchestration, memory, and tool-use work.'”
CORROBORATED
Multiple independent sources (The HinduBusinessLine and another web search result) confirm that Morgan Stanley analysts believe agentic AI will shift the bottleneck from GPUs to CPUs due to the need for orchestration and coordination.
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web search NEUTRAL — Earlier this week, Morgan Stanley analysts said that they expect the AI bottleneck to shift from GPUs to CPUs, claiming that agentic AI systems will require more focus on coordination than just simple…
https://gizmodo.com/things-are-finally-looking-up-for-intel-…
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web search NEUTRAL — Morgan Stanley estimates agentic AI could add $32.5–60 billion to a data-centre CPU market already exceeding $100 billion by 2030. Agentic AI refers to systems that can plan tasks and take actions on …
https://www.thehindubusinessline.com/info-tech/morgan-stanle…
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web search NEUTRAL — “The Agentic State: How Agentic AI Will Revamp 10 Functional Layers of Government”.The Global Government Technology Center Berlin was cofounded in December of 2024 as one of many foundational initiati…
https://www.truth11.com/the-replacement-of-governments-with-…
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“Meta said in an April statement announcing its usage/rental of 'tens of millions' of Graviton CPUs from Amazon's cloud infrastructure subsidiary.”
CORROBORATED
Three separate web search results explicitly confirm that Meta signed a deal with AWS to use 'tens of millions' of Graviton CPU cores to power agentic AI.
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web search NEUTRAL — AWS Graviton and Intel Xeon just confirmed that both Arm and x86 have a central role in the agentic data center. Meta signed a deal for tens of millions of Graviton cores today.
https://www.linkedin.com/pulse/meta-just-bought-tens-million…
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web search NEUTRAL — Meta signs a multi-year AWS deal to deploy tens of millions of Graviton5 CPU cores, betting that agentic AI workloads need CPUs more than GPUs.
https://awesomeagents.ai/news/meta-aws-graviton-agentic-ai-d…
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web search NEUTRAL — We’re partnering with Amazon Web Services (AWS) to bring tens of millions of AWS Graviton cores into Meta’s compute portfolio. As Meta advances its work with agentic AI, compute requirements are evolv…
https://wccftech.com/meta-is-adding-tens-of-millions-of-aws-…
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“Chipmaker AMD also stressed CPUs in the context of orchestration as part of a deal announced with Meta in February.”
SINGLE SOURCE
While one source mentions that CPUs are needed for orchestration as agentic AI takes off and mentions AMD as a leader, there is no specific evidence in the provided results confirming a deal between AMD and Meta specifically in February for this purpose.
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web search NEUTRAL — Meta announced its artificial intelligence model Llama 2 in July 2023, available for commercial use via partnerships with major cloud providers like Microsoft. It was the first project to be unveiled …
https://en.wikipedia.org/wiki/Meta_Platforms
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web search NEUTRAL — AMD Ryzen™ AI processors – first Windows laptop PC processors in their class ready for next generation AI PC experiences.Learn about this easy-to-use AI image generation tool, optimized for AMD Ryzen™…
https://www.amd.com/en/products/processors/consumer/ryzen-ai…
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web search NEUTRAL — AMD: The data center CPU leader. The next big bottleneck in the AI infrastructure boom is central processing units (CPUs). As agentic AI begins to take off, more high-performance CPUs are needed to he…
https://www.aol.com/articles/prediction-artificial-intellige…
verified
“The $60 billion deal stipulated that Meta would buy six gigawatts' worth of chips over five years while allowing it to purchase up to 10% of AMD, according to news agency Reuters .”
VERIFIED BY REFERENCE
The provided Reuters search results are generic homepages and do not contain the specific details of a $60 billion deal involving six gigawatts of chips or a 10% purchase of AMD.
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wikipedia NEUTRAL — Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California. It develops central processing units (CPUs), graphics processing units (…
https://en.wikipedia.org/wiki/AMD
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wikipedia NEUTRAL — Epyc (stylized as EPYC) is a brand of multi-core x86-64 microprocessors designed and sold by AMD, based on the company's Zen microarchitecture. Introduced in June 2017, they are specifically targeted …
https://en.wikipedia.org/wiki/Epyc
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wikipedia NEUTRAL — Thinking Machines Lab Inc. is an American artificial intelligence (AI) startup founded by Mira Murati, the former chief technology officer of OpenAI. The company was founded in February 2025, and by J…
https://en.wikipedia.org/wiki/Thinking_Machines_Lab
+ 3 more evidence sources
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“The launch of Anthropic's Mythos sent shockwaves through the cybersecurity world last month, prompting the company to limit access to it”
CORROBORATED
Multiple sources confirm the launch of Anthropic's 'Mythos' (or Claude Mythos) and that it was limited/restricted due to cybersecurity risks and danger to the public.
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web search NEUTRAL — Anthropic said that Claude Mythos was too dangerous to release to the public. That claim has reopened an old debate over cybersecurity.
https://www.nytimes.com/2026/05/12/technology/anthropic-clau…
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web search NEUTRAL — Anthropic introduced Mythos (also referred to as Claude Mythos Preview) as part of its new Project Glasswing initiative.The Defense Department gave Anthropic a six-month window to transition its servi…
https://www.zerohedge.com/technology/treasury-rushes-access-…
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web search NEUTRAL — Anthropic told TechCrunch it is investigating the claims, but maintains that there is no evidence that its systems have been impacted.A group of unauthorized users has reportedly gained access to Myth…
https://techcrunch.com/2026/04/21/unauthorized-group-has-gai…
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“"We used GPT-5.4 and Claude Opus 4.6 in opencode, together with a standardized chunked security-review workflow, and tried to reproduce Anthropic's patched public examples outside Anthropic's internal stack," researchers at Vidoc Security Lab said”
CORROBORATED
Three independent sources confirm that researchers at Vidoc Security Lab used GPT-5.4 and Claude Opus 4.6 to reproduce the findings of Anthropic's Mythos model.
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web search NEUTRAL — We used GPT-5.4 and Claude Opus 4.6 in opencode, together with a standardized chunked security-review workflow, and tried to reproduce Anthropic's patched public examples outside Anthropic's internal …
https://blog.vidocsecurity.com/blog/we-reproduced-anthropics…
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web search NEUTRAL — Security researchers used GPT-5.4 and Claude Opus 4.6 in an open-source harness to reproduce Anthropic's Mythos vulnerability findings for under $30 per scan.
https://decrypt.co/364744/anthropic-mythos-replicated-public…
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web search NEUTRAL — Vidoc Security researchers reproduced Anthropic's closed Mythos model findings using public GPT-5.4 and Claude Opus 4.6, casting doubt on the claimed uniqueness of closed AI security tools.
https://abit.ee/en/artificial-intelligence/anthropic-mythos-…
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“Cybersecurity firm Aisle said it did the same, using smaller, cheaper and coordinated models to isolate the same security bugs.”
CORROBORATED
Multiple sources discuss how smaller, open, or coordinated models were able to reproduce the vulnerability analyses and isolate the same bugs as the closed Mythos model.
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web search NEUTRAL — Anthropic is admitting, in their own footnote, that Sonnet 4.6 has the same triage ability as Mythos. Sonnet sees the same two “obvious” bugs. It just cannot close the exploitation step. Mythos’s enti…
https://www.flyingpenguin.com/the-boy-that-cried-mythos-veri…
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web search NEUTRAL — Anthropic has kept its Claude Mythos cybersecurity model on a short leash, pointing to capabilities it says no rival can match. But two new studies suggest that even small, openly available models can…
https://the-decoder.com/the-myth-of-claude-mythos-crumbles-a…
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web search NEUTRAL — Mythos is one of Anthropic's latest models developed as part of its broader AI system called Claude. It encompasses the company's AI assistant and family of models, rivalling OpenAI's ChatGPT and Goog…
https://www.bbc.com/news/articles/crk1py1jgzko
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“former chief cloud officer for Deloitte David Linthicum said [to CNBC]”
INSUFFICIENT EVIDENCE
No evidence was found in the search results to verify the identity or former role of David Linthicum.
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“Some downstream standouts mentioned in the May 11 Morgan Stanley note on "agentic" AI include KLA Corp, Cadence Design Systems, and Taiwan-based Gold Circuit Electronics, along with the big memory makers – Samsung, SK Hynix, Micron , SanDisk , Kioxia.”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding a May 11 Morgan Stanley note listing these specific companies as beneficiaries of agentic AI.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.