#Data/Training

AIEpoch AI estimates that compute built from projected 2025 to 2027 high-bandwidth memory shipments could support tens to hundreds of millions of frontier AI agents, or billions of cheaper ones. Running nonstop, the top-tier agents would match the working hours of 140 million to 700 million full-time employees, and the central DeepSeek V4 Pro estimate of about 1.9 billion agents would match 8 billion workers.

Why it matters: The estimate converts memory shipments into agent capacity and revenue ranges, showing how hardware supply could translate into labor and sales if demand keeps up.

AIBerkeley AI Research authors argue that near-free inference will make agents the dominant workload for data systems, requiring redesign for agentic speculation, agent-run state and coordination, and agent-synthesized systems. The post cites inference prices falling 9x to 900x per year with a median near 50x, and reports that about 80-90% of sub-queries in a text-to-SQL benchmark were duplicates. It frames the three directions as data systems for, of, and by agents.

Why it matters: The piece maps three concrete data-system challenges posed by near-free inference, useful for anyone designing infrastructure for agent workloads and memory.