Will 10,000 AI agents per company cut HBM demand? Skeptics say don't count on it
bookwormengr · x · 2026-09-09
Bullish take: soon every company will deploy 10,000 AI agents on their hardest problems, driving exponential compute demand — go long CPUs, HBM, and GPUs. A skeptic replies that AI won't discover new architectures, training recipes, or inference systems to lower resource demand, and if a 10K-agent swarm is really working on those problems, compute demand stays hot either way.
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