Nvidia CEO Jensen Huang famously said in March this year that if an Nvidia engineer on $500,000 a year wasn't using at least $250,000 of tokens in that same period, he'd be alarmed. This isn't a rare sentiment, though. Many company CEOs are now bragging about the extent of their AI use, as if that alone equates to performance increases. As Business Insider reports, Airbnb's CEO proudly told investors that 60% of the company's code was now AI-generated. Chime claimed it was shipping 84% AI code earlier this year, and even Google is claiming 50% of its code is AI-generated (though crucially, alw
AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing… We've long emphasized the importance of high single-threaded performance for a fast and responsive experience for client PCs, and it seems like AI agents are going to end up placing similar demands on hardware as they do their thing. …
… Nvidia says that the incredible efficiency of the RTX Spark platform “transforms what a high-performance laptop looks like,” so buyers in the promised agentic AI age will no longer need to choose between high performance or thin chassis with long battery life. …
… Goldman Sachs' recent AI agent report suggests that the massive efficiency gains coming from next-generation inferencing chips would make AI use so much cheaper that investment can continue unabated, and profit should follow, with AI agents increasing the revenue at AI companies enormously. …
… It also introduced a competitive yardstick it hasn't used before, claiming the most AI agents per watt, per dollar, and per rack, though its own endnotes state those agent counts are estimated from CPU thread resources used as a proxy. …
… And since Nvidia and its partners both laptop makers and Microsoft are pitching RTX Spark as the agentic computing platform of the future, Spark laptops get all the RAM that portable, local AI PCs could ask for – up to 128GB of LPDDR5X. …
… Here's the response it gave: "Per-core performance under a fully loaded socket is important because agentic AI and RL run many sandboxes concurrently, while each agent step remains sequential and latency-sensitive. …
… We’ve already gone in depth on new performance data around the Vera CPU and how it helps to accelerate agentic AI workloads, but that’s not all Nvidia is sharing today. …
… And agentic AI is expanding that market, with Morgan Stanley in April estimating that agents could add as much as $60 billion to the data center CPU market. …
… "Until six months ago, there were no agents, so that's the definition of a $0 billion market." A hyperscale CPU piles on cores because humans lease them by the hundred, where an agent, Huang argued, "doesn't want to rent the CPU core, the agent wants to generate tokens." That pushed Nvidia toward s… …
… The Open Secure AI Alliance therefore aims to give entities access to advanced open models, agent harnesses, and security tools that they can independently deploy and adapt, reducing dependence on any single provider while strengthening defenses across a multi-vendor AI ecosystem. “That is the miss… …