Box CEO Aaron Levie: long-running AI agents let inference run anywhere, reshaping data center economics
inductionheads · x · 2026-11-07
Box CEO Aaron Levie argues AI agent inference can run almost anywhere — agents are unusually latency-insensitive.
- Long-running agents will be the norm: work gets shipped to a remote "AI factory," processed in a distant data center, and only the final result returns to the user.
- The economics work: task value dwarfs latency cost ($500 of automated value vs. an extra second), so inference doesn't need to sit near users.
- Privacy-friendly: data can flow in encrypted, be processed, and discarded — inference is a temporary process without sensitive persistent storage.
- The thread responds to ARM's CEO noting the rest of the world is ready to build data centers, implying agent workloads can flexibly move abroad if US capacity tightens.
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