---
title: "In AI Race, Software Is Now Winning Alongside Chips"
date: 2026-09-30
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6abdc0e328614397bab2752f483357de&url=https%3a%2f%2fwww.barrons.com%2farticles%2fai-agents-meta-muse-stocks-chips-cb06386a&c=10898766382958422897&mkt=en-us
description: "Services like Meta’s Muse AI will only increase demand for chips, data centers, and related infrastructure. They’re also a win for software."
---

# In AI Race, Software Is Now Winning Alongside Chips

Services like Meta’s Muse AI will only increase demand for chips, data centers, and related infrastructure. They’re also a win for software.

*Published: 2026-09-30*