IllustrativeMorgan Stanley's Major Research Report: The Rise of AI Agents - Global Impact, Why the Bottleneck Shifted from GPU to CPU?
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Morgan Stanley has released a major research report on the rise of AI agents and their global impact. The report apparently discusses a shift in bottlenecks from GPU to CPU, although details of the report's findings are not specified. The report's release suggests that Morgan Stanley is examining the growing significance of AI agents.