UBS strategists said Meta’s new consumer-facing AI agent, Muse, has been well received, a sign that demand for products tied to the AI supply chain could rise. The strategists said competition in AI products remains intense, and that dynamic is expected to support demand for computing power and AI infrastructure. In their view, that trend would benefit leading companies in the semiconductor and hardware sectors. The comments, cited by ChainCatcher, focus on how consumer adoption of new AI products may feed through to upstream parts of the industry. UBS framed Muse’s popularity as an indicator of broader product demand rather than an isolated launch result, while also pointing to continued competition as a driver of infrastructure spending.
According to ChainCatcher, UBS strategists said Meta’s new consumer-facing AI agent, Muse, has been well received, signaling potential growth in demand for products across the AI supply chain.
The strategists also said competition in AI products is intense, which is set to drive demand for computing power and AI infrastructure and benefit leading companies in the semiconductor and hardware sectors.
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