Guojin Securities released a research report saying that Meta launched Muse, an independent AI agent application. After launch, the number of downloads rose rapidly and reached the top of the US and Canada App Store list, driving Meta's stock price to rise 21% in two weeks, marking the agent narrative from concept to actual product implementation; Muse targets 1 billion consumer users, expanding the potential demand pool 20-100 times, driving the industry into the era of reasoning, and token consumption is expected to usher in a significant increase. Muse restructured the computing power hardware ratio, and the ratio of CPU to GPU was switched from 1:4-1:8 to 1:1-1:2, and the overall token scale expanded and amplified the computing power requirements of the entire chain. GPUs, memory, SSD, and network infrastructure benefited simultaneously, and the entire computing power industry chain boomed.

Guojin Securities released a research report saying that Meta launched Muse, an independent AI agent application. After launch, the number of downloads rose rapidly and reached the top of the US and Canada App Store list, driving Meta's stock price to rise 21% in two weeks, marking the agent narrative from concept to actual product implementation; Muse targets 1 billion consumer users, expanding the potential demand pool 20-100 times, driving the industry into the era of reasoning, and token consumption is expected to usher in a significant increase. Muse restructured the computing power hardware ratio, and the ratio of CPU to GPU was switched from 1:4-1:8 to 1:1-1:2, and the overall token scale expanded and amplified the computing power requirements of the entire chain. GPUs, memory, SSD, and network infrastructure benefited simultaneously, and the entire computing power industry chain boomed.