Microsoft confirms Meta won’t buy new chips from it to scale Muse

Meta is not buying new chips from Microsoft to scale Muse, its newly launched personal AI agent, and Microsoft has confirmed as much. Muse is a full autonomous agent that books travel, manages emails, and fills out forms on your behalf, all inside secure, persistent cloud virtual machines. That kind of workload requires a lot of hardware, and the question of who supplies it is now a very live one. Muse launched on September 8, 2026, and within days it had climbed to the top of app store charts, amassing hundreds of thousands of daily active users. Why this chip decision is bigger than it looks Because Muse operates as an autonomous agent inside persistent cloud VMs, it needs continuous CPU resources for orchestration and VM maintenance alongside GPU support for model inference. That is a fundamentally different infrastructure demand from anything Meta has deployed for consumer AI before. The market noticed immediately. In the days following Muse’s debut, AMD’s market cap briefly touched $1 trillion. Intel shares rose 12% between September 22 and 23, 2026. Arm shares climbed 17% over the same period. Meta’s answer to that demand is a multi-vendor approach. The company has partnershi...