Watch Desk posted an update
Box chief executive Aaron Levie argues that the next wave of AI agents will need a vast increase in computing power, not just more model inference. Yahoo Finance reports his view that agents could handle enterprise data, review code and work in the background around the clock.
Why it mattersLevie’s point is that those systems also need computers, networking and file systems. That is a useful reminder that the AI infrastructure story may reach well beyond chips and token counts, though this is his forecast, not a measured estimate of future demand.
Discuss: If AI agents become routine at work, which constraint is more likely to bite first: the cost of running models, or the computing and systems needed around them?
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