Meta’s Muse AI agent puts server CPUs back in the spotlight

For the past few years, the AI hardware story had one main character: the GPU. Meta just handed a speaking role to the humble server CPU. The company launched Muse, its personal AI agent, on September 8, 2026. It runs in CPU-only environments built on AMD EPYC processors. Within weeks, semiconductor investors had rewritten the script, and AMD’s market capitalization briefly crossed $1 trillion for the first time. What Muse actually does, and what it runs on Muse is designed to handle multi-step tasks on its own. Think booking travel, sending emails and managing projects through apps a user connects to it. Under the hood, Meta built the system on AMD EPYC Turin processors, specifically the EPYC 9D25 models. Those chips feature up to 128 cores. An earnings report dated September 24-25, 2026, indicates Muse runs on the EPYC 9D25. Each Muse user gets an Ubuntu sandbox with 2 virtual CPUs and 8 GB of memory. Users showed up, and so did investors Muse topped the US app store rankings shortly after launch. It also passed 500,000 daily active users in that early window. AMD rallied hard enough to push its market cap above $1 trillion in mid-September 2026. Intel’s stock rose approximately ...