UBS: Meta’s Muse demonstrates broad application prospects, which will benefit the AI supply chain.
According to Odaily, UBS strategists have pointed out that Meta’s new AI agent Muse, aimed at consumers, has become very popular, indicating that product demand along the entire AI supply chain will increase as a result. They stated that the successful launch of Muse shows that AI companies have additional revenue streams 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 high-quality semiconductor and hardware industries.
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