The compute needed for the stage of AI we’re about to enter is going to be insane. Personal agents, agent swarms defending enterprises, agents that review all of our code for security issues, agents that process nearly all enterprise data in workflows, background agents working on tasks 24/7, and on and on. This will take a mix of inference volume that is going to keep growing by orders of magnitude, as well as infrastructure that agents need alongside the tokens. They need computers,…