Box CEO on agent compute: one app serving 100M users would need $2.8B in infra
inductionheads · x · 2026-10-08
Box CEO Aaron Levie amplified a compute estimate: serving 100M users with an agent app like Muse would require 65,000 CPUs and 75PB of DRAM, about $2.8B in infrastructure for a single app. He argues the next AI stage — personal agents, agent swarms, 24/7 background agents — will drive inference volume up by orders of magnitude, plus needs for compute, networking and file systems. Scaling that to Facebook-like 3B-user platforms implies a looming global CPU shortage constraint.
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