DEV Community: Cheks Kana

Morgan Stanley Says Agentic AI Has Created a New Bottleneck, Points to $60,000,000,000 in Incremental Investment Opportunity

Cheks Kana — Wed, 06 May 2026 00:49:45 +0000

Morgan Stanley is telling investors that the AI infrastructure buildout has entered a new phase, one where the bottleneck is no longer just graphics processing units (GPUs)

In a new episode of the bank’s Thoughts on the Market podcast, Shawn Kim, Morgan Stanley’s head of Europe and Asia Technology Research, says the AI use case is transitioning from chatbots to agents, shifting hardware requirements from GPUs to central processing units (CPUs).

According to Kim, CPUs allow AI agents to remember instructions, understand user preferences, work across digital tools, plan workflows and adapt as circumstances change.

“Agentic AI also depends on three stacks: the brain, or the large language model, orchestration, where the CPU manages the doing, and knowledge, which is memory. Memory may be the most important layer. An agent that knows your preferences doesn’t tone, and task history becomes more useful over time. That creates a context flywheel. The more context it collects, the more personalized it becomes, and the harder it is to leave.”

With the shift in hardware requirements, Kim notes that it creates a new multi-year opportunity for investors.

“For investors, the implication is clear. Agentic AI changes the bottlenecks. We see CPUs as a new bottleneck, with memory seeing the highest content increase. We estimate as much as 60 % or $60 billion of incremental CPU total addressable market by 2030, within a total CPU market of more than $100 billion. We also estimate up to 70 % of incremental DRAM bit shipment tied to this theme. That makes us more positive on the supply chain, including memory, foundry, substrate, CPU and memory interface, and capacitors and CPU sockets. These areas benefit from content growth, pricing power, and capacity constraints into 2027.”

Some stocks that could benefit from the shift include AMD (AMD) and Intel (INTC), and both have been up and up as of late. AMD is up over 88% from its March lows, while INTC has surged more than 160% over the same period.

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Jack Dorsey Restructures Block Around Three Core Roles, Hinting at Future of AI-Driven Companies

Cheks Kana — Sun, 05 Apr 2026 12:35:57 +0000

The CEO of financial services Block says he’s rebuilding the company by focusing on three core employee roles that all leverage intelligence tools.

In a new Sequoia Capital interview, Jack Dorsey outlines a new company structure that relies on AI and agents to boost productivity and business outcomes.

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Robinhood CEO Vlad Tenev Shares ‘Hot Take’ on Jobs and Investment in the Age of AI

Cheks Kana — Fri, 27 Mar 2026 13:08:54 +0000

The chief executive of the retail-focused trading platform Robinhood says he has a contrarian view on the impact of AI on jobs.

In a Basis Points interview, Vlad Tenev says there will be more software engineers and lawyers in the next decade because AI makes it easy for people to write code, ship products and build new companies.

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Nvidia CEO Jensen Huang Says English Majors Could Be the Most Successful in AI Era – Here’s Why

Cheks Kana — Fri, 20 Mar 2026 13:23:46 +0000

The chief executive of the world’s most valuable company believes one surprising major could ultimately drive success for young people in the age of AI.

In a new All-In Podcast interview, Nvidia CEO Jensen Huang calls on young people to develop AI skills amid concerns of youth unemployment in the country.

Read the rest of the story here:https://www.capitalaidaily.com/nvidia-ceo-jensen-huang-says-english-majors-could-be-the-most-successful-in-ai-era-heres-why/

New Study Finds ‘AI Brain Fry’ Hitting Workers – Marketing and HR Top the List

Cheks Kana — Wed, 11 Mar 2026 00:18:46 +0000

A new study published in the Harvard Business Review suggests heavy use of AI tools is pushing some employees to their mental limits.

Researchers say the phenomenon “AI brain fry” is a form of mental fatigue caused by prolonged interaction with AI systems beyond a person’s cognitive capacity.

Read the rest of the story here: https://www.capitalaidaily.com/new-study-finds-ai-brain-fry-hitting-workers-marketing-and-hr-top-the-list/

Google AI Mode Frequently Links Users Back Into Google’s Own Ecosystem, According to SE Ranking Study

Cheks Kana — Tue, 10 Mar 2026 00:19:28 +0000

Google’s AI-powered search feature is increasingly directing users back to Google’s own services instead of outside websites.

A new study from SEO analytics firm SE Ranking finds that Google’s “AI Mode” frequently cites Google.com and other Google-owned platforms when answering user queries.

Read the rest of the story here: https://www.capitalaidaily.com/google-ai-mode-frequently-links-users-back-into-googles-own-ecosystem-according-to-se-ranking-study/

Humans Will No Longer Be the Biggest Software Customers Soon, According to Box CEO Aaron Levie

Cheks Kana — Sat, 07 Mar 2026 02:27:16 +0000

The chief executive of the cloud-based content management platform Box believes that humans will take a backseat in software use.

In a new CNBC interview, Box CEO Aaron Levie believes that software firms should now focus on designing their platforms for AI agents.

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Anthropic Reveals 10 Jobs Most Exposed to AI Automation – Programmers and Customer Service Top the List

Cheks Kana — Sat, 07 Mar 2026 00:21:58 +0000

AI startup Anthropic is unveiling a list of jobs with the highest exposure to AI automation.

In its Labor Markets Impact of AI report, Anthropic says it used three data sources to come up with an automation exposure list, including the O*Net Database for tasks associated with US jobs, the Anthropic Economic Index for real-world Claude usage and data from the 2023 Eloundou et al. study for LLMs’ theoretical capabilities to complete a task at least twice as fast.

Read the rest of the story here: https://www.capitalaidaily.com/anthropic-reveals-10-jobs-most-exposed-to-ai-automation-programmers-and-customer-service-top-the-list/

OpenAI Plans ‘Trusted Contact’ Feature for ChatGPT Amid Mental Health Cases

Cheks Kana — Thu, 05 Mar 2026 02:56:50 +0000

With over 900 million people using ChatGPT every week, OpenAI says it is expanding features to address concerns about mental health and family protection.

In a new update, OpenAI says ChatGPT will soon have a “trusted contact” feature, allowing adults to designate a person who can receive a notification when support is needed.

Read the rest of the story here:https://www.capitalaidaily.com/openai-plans-trusted-contact-feature-for-chatgpt-amid-mental-health-cases/

Apple Intelligence Adoption Lags As Company Eyes Greater Google Cloud Reliance: Report

Cheks Kana — Wed, 04 Mar 2026 01:08:41 +0000

Apple is weighing deeper ties with Google even as questions mount over demand for its in-house AI tools.

The Information Apple correspondent Aaron Tilley says the company signed a deal earlier this year to use Google’s Gemini model to power an upgraded Siri.

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Microsoft CEO Satya Nadella Rejects Inevitable AI Unemployment – ‘We’re Going To Shape What Happens to Us’

Cheks Kana — Tue, 03 Mar 2026 01:46:15 +0000

Satya Nadella says fears of mass AI-driven unemployment underestimate society’s ability to respond.

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Ex-Air Force General Says No LLM Should Power Lethal Autonomous Weapons in Pentagon-Anthropic Spat

Cheks Kana — Sat, 28 Feb 2026 01:39:37 +0000

A former senior Air Force official is weighing in on the growing dispute between Anthropic and the Pentagon.

Retired Air Force Lieutenant General Jack Shanahan, who led Project Maven and previously clashed with Google over defense AI work, says on LinkedIn he understands the Defense Department’s desire for access to the best technology.

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