The next wave of AI is here — AI agents that write and run their own code, forcing a seismic shift in computing. To keep systems safe, companies must run this code in isolated sandboxes, turning a security challenge into a massive infrastructure and economics problem. Tech giants from Nvidia to Amazon are racing to bet on the right hardware — will this spawn a new market for specialized chips, or just extend existing cloud services? The real test? How much actual computing power these agents will consume — and whether that demand can reshape the entire hardware landscape.
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