The widespread adoption of AI agents may be constrained by computational power limitations, but Morgan Stanley remains optimistic about Meta's (META.US) long-term commercialization prospects, raising its target price to $820 and maintaining an "Overweight" rating.

According to Jinse Finance APP, JPMorgan Stanley's latest research report points out that as AI agents gradually become more widespread, the GPU computing power required to support their operation may become a key constraint on user base expansion. The bank estimates that for every additional 100 million daily active users of Meta Platforms' (META.US) AI agent Muse, approximately 1 to 4 gigawatts (GW) of GPU computing capacity may be needed. Although such massive infrastructure demands suggest the adoption of AI agents may occur more slowly than the market expects, JPMorgan Stanley remains optimistic about Meta's long-term monetization potential, raising its target price from $775 to $820 and maintaining its "Overweight" rating.