UBS says the popularity of Meta's consumer AI agent Muse will drive demand in the AI supply chain.
智通财经2026/09/22 09:26Show original
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UBS strategists pointed out that Meta's new consumer-facing AI agent, Muse, has become highly popular, indicating that product demand across the entire AI supply chain will increase accordingly. They stated that the successful launch of Muse demonstrates that AI companies have additional revenue-generating channels beyond selling technology to large enterprises. The strategists added that competition in the AI product sector is becoming increasingly fierce, which will further drive demand for computing power and AI infrastructure, benefiting leading companies in the semiconductor and hardware industries.
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