以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Agentic AI
12 atoms · 跨 12 天 · 首见 2026-04-20 · 最近 2026-07-09
三色: 🟦 fact 2 · 🟥 take 10 · stance ▲10/▼1/◆1
来源: 群 1 · X 10 · 卖 1
时态: fresh:10 · aging:2
标签: 好观点:7 · 好思考:3 · 好信源:1 · 好数字:1
叙事 (narrative) (6)
- 2026-05-18 · 可信的本地部署实现
the day that agentic believably went on-prem
tags: 好思考 · → daily
value: date=2026-05-18
- 2026-05-31 · 预算超支风险
agentic AI is a budget buster
tags: 好观点 · → daily
- 2026-05-15 · 引发 NAND 史无前例的消耗
Agentic AI 将引发 NAND 史无前例的消耗
tags: 好观点 · → daily
- 2026-05-13 · revenue comes from layoffs
Agentic AI revenue comes from layoffs
tags: 好观点 · → daily
value: direction=from layoffs
- 2026-05-05
[老化中] · 可投资周期形成
Agentic AI’s first investable cycle is forming around measurable work, workflow control, and budget formation.
tags: 好观点 · → daily
- 2026-05-01
[老化中] · 需求前景判断
"I don't think the biggest demand wave hasn't hit yet."
tags: 好观点 · → daily
预测 (forecast) (4)
- 2026-05-10 · impact on AI from high capex cost burden to expanding margin business
Agentic AI（智能体 AI）可能会把 AI 从一个“资本开支极重的成本负担”，转变成一个“随着使用量增长，利润率反而不断扩大的生意”
tags: 好思考 · → daily
value: direction=positive
- 2026-06-16 · 规模预测
Agentic Inference & Apps will be much larger than Training
tags: 好思考 · → daily
- 2026-06-01 · 所需 token 量
The future of Agentic AI will require "gazillions" of tokens, says @cristianoamon
tags: 好观点 · → daily
value: qty=gazillions
- 2026-05-23 · needs much more GPU power than CPUs
We need ton more GPU power than CPUs
tags: 好观点 · → daily
事实 (fact) (2)
- 2026-07-09 · 战略/专家电话会
7/7 – Adoption of Agentic AI in Japan | Sign up
tags: 好信源 · → daily
value: topic=Adoption of Agentic AI in Japan · date=2026-07-07
- 2026-04-20 · API 调用量年增速
Agent coding call volumes are climbing at 10x per year
tags: 好数字 · → daily
value: qty=10x · dir=up
时间轴 (近 20)
- 2026-07-09 ·
fact · 战略/专家电话会 · → daily
- 2026-06-16 ·
forecast · 规模预测 · → daily
- 2026-06-01 ·
forecast · 所需 token 量 · → daily
- 2026-05-31 ·
narrative · 预算超支风险 · → daily
- 2026-05-23 ·
forecast · needs much more GPU power than CPUs · → daily
- 2026-05-18 ·
narrative · 可信的本地部署实现 · → daily
- 2026-05-15 ·
narrative · 引发 NAND 史无前例的消耗 · → daily
- 2026-05-13 ·
narrative · revenue comes from layoffs · → daily
- 2026-05-10 ·
forecast · impact on AI from high capex cost burden to expanding margin · → daily
- 2026-05-05 ·
narrative · 可投资周期形成 · → daily
- 2026-05-01 ·
narrative · 需求前景判断 · → daily
- 2026-04-20 ·
fact · API 调用量年增速 · → daily
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