The Zhitong Finance App learned that Morgan Stanley's latest research report indicates that with the gradual spread of artificial intelligence (AI) smart applications, the GPU computing power required to support their operation may become an important factor limiting the expansion of the number of users. The bank estimates that for every additional 100 million daily active users, Muse, an AI agent under Meta Platforms (META.US), may require about 1 to 4 gigawatts (GW) of GPU computing capacity. Although huge infrastructure demand means that AI agents may become more popular than market expectations, Morgan Stanley is optimistic about Meta's long-term commercialization potential, raised its target price from $775 to $820, and maintained an “gain” rating.

The Zhitong Finance App learned that Morgan Stanley's latest research report indicates that with the gradual spread of artificial intelligence (AI) intelligent applications, the GPU computing power required to support their operation may become an important factor limiting the expansion of the number of users. The bank estimates that for every additional 100 million daily active users, Muse, an AI agent under Meta Platforms (META.US), may require about 1 to 4 gigawatts (GW) of GPU computing capacity. Although huge infrastructure demand means that AI agents may become more popular than market expectations, Morgan Stanley is optimistic about Meta's long-term commercialization potential, raised its target price from $775 to $820, and maintained an “gain” rating.