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Agentic AI's compute demands are growing faster than anyone projected
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A single chatbot query hits a GPU, generates a response, and the computation ends. An AI agent doing the same job might run for hours, spawning
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A study published in April by researchers at Stanford's Digital Economy Lab found that agentic coding tasks consume 1,000 times more tokens than standard code reasoning and chat, a finding that puts hard numbers on a cost problem the AI industry is only beginning to confront.
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In agentic workflows, key-value caches never reset but accumulate across multi-step reasoning
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Agentic AI workloads are reshaping data center compute requirements by shifting performance bottlenecks from GPU-centric inference to CPU-heavy orchestration, introducing substantial CPU demand and making CPU capacity a critical factor in system throughput, according to analysis published by SemiWiki. Morgan Stanley reached a similar
conclusion in an April report, forecasting that agentic AI could add $32.5 billion to $60 billion in new demand for data center CPUs by 2030.
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<td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif" valign="middle">
<table bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; " width="100%">
<tbody>
<tr>
<td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif">
<!--[if
!mso]><!-->
<a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px; border: none; display: block; ">
Possibly. Capex is already at its limit
</a>
<!--<![endif]-->
<!--[if mso]><a href="https://www.ne16.com/t/10736379/222404108/9779228/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNS0xNSUyMCUyOFVTJTI5&x=a670efde"
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</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" style="margin: 0 auto;" width="100%">
<tbody>
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<tbody>
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<td height="40" style="vertical-align:middle;text-align:center;font-size:16px;font-family:Arial,Helvetica,sans-serif" valign="middle">
<a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px; border: 1px solid
#105C8E; display: block; " target="_blank">
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<tbody>
<tr>
<td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif" valign="middle">
<table bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; " width="100%">
<tbody>
<tr>
<td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif">
<!--[if
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<a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px; border: none; display: block; ">
No way. AI costs more than it's worth
</a>
<!--<![endif]-->
<!--[if mso]><a href="https://www.ne16.com/t/10736379/222404108/9779229/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNS0xNSUyMCUyOFVTJTI5&x=d0ed7432"
target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px; border: none; display: block; ">No way. AI costs more than it's worth</a><![endif]-->
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
</div>
</td>
</tr>
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<td class="td100" colspan="6" height="24" style="width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if
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<td class="editor-cell-text td100" colspan="6" style="padding:10px;width:100%;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<h1 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:24px;font-weight:bold">
<span style="font-family:Arial;font-size:24px">
Here's what you need to know
</span>
</h1>
</td>
</tr>
<tr>
<td class="snippet td100" colspan="6" style="width:100%;position:static;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<table border="0" cellpadding="0" cellspacing="0" class="dragndrop" data-rss-posts="undefined" height="100%" style="table-layout:fixed" width="100%">
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<tr class="trpad10" style="background-color:#EFEFEF">
<td align="left" class="editor-cell-image td100" colspan="2" style="background-color:#EFEFEF;width:33.3333%;vertical-align:middle;text-align:left;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<a aria-label="Bloomberg / Getty Images" style="color:#105C8E" target="_blank" title="Bloomberg / Getty Images">
<img alt="Bloomberg / Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2275575615.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3Nzg4Mzk1MzUuMTY0NzE5Nn0:1wNpQF:_fMQEJf4RydGN5KWTplNoeoNyXUCh9p9OtW32UU9ZWA" style="width:200px;max-height:338px;vertical-align:middle;border:0" width="200"/>
</a>
</td>
<td class="editor-cell-text td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
<div style="line-height: 1.4">
<strong style="color: var(--blue-cta-default)">
<a data-linktext="Honda posts its first annual loss in almost 70 years on EV write-downs." data-linktype="Normal" style="color:#105C8E" target="_blank">
Honda posts its first annual loss in almost 70 years on EV write-downs.
</a>
</strong>
The Japanese automaker booked a ¥414.3 billion ($2.63 billion) operating loss and scrapped its long-term EV targets after taking more than ¥1.45 trillion in charges to
exit EV programs and restructure its business.
</div>
</td>
</tr>
<tr style="background-color:#EFEFEF">
<td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
</td>
</tr>
<tr class="trpad10" style="background-color:#EFEFEF">
<td align="left" class="editor-cell-image td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:middle;width:33.3333%;text-align:left;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<a aria-label="NurPhoto / Getty Images" style="color:#105C8E" target="_blank" title="NurPhoto / Getty Images">
<img alt="NurPhoto / Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2147877304.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3Nzg4Mzk1MzUuMTY0ODIyfQ:1wNpQF:9zDTjdTqdj1802GkZviL-QJAJPKHYCMxJOZ0geqdReE" style="width:200px;max-height:338px;vertical-align:middle;border:0" width="200"/>
</a>
</td>
<td class="editor-cell-text td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
<div style="line-height: 1.4">
<strong style="color: var(--blue-cta-default)">
<a data-linktext="Cisco is cutting almost 4,000 jobs after posting record revenue." data-linktype="Normal" style="color:#105C8E" target="_blank">
Cisco is cutting almost 4,000 jobs after posting record revenue.
</a>
</strong>
AI-related infrastructure orders helped push quarterly income up 12% to $15.84 billion. As part of a broader effort to funnel resources into AI and adjacent growth businesses, Cisco disclosed plans to eliminate nearly 5% of its workforce.
</div>
</td>
</tr>
<tr style="background-color:#EFEFEF">
<td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif"
style="mso-hide:all;border:0;"><![endif]-->
</td>
</tr>
<tr class="trpad10" style="background-color:#EFEFEF">
<td align="left" class="editor-cell-image td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:middle;width:33.3333%;text-align:left;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<a aria-label="Spencer Platt / Getty Images" style="color:#105C8E" target="_blank" title="Spencer Platt / Getty Images">
<img alt="Spencer Platt / Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2275859897.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3Nzg4Mzk1MzUuMTY0OTI4Mn0:1wNpQF:jHbU0pulWuSArUAmZjMgvzipEYjh6p8dUsMU14-saTo" style="width:200px;max-height:338px;vertical-align:middle;border:0" width="200"/>
</a>
</td>
<td class="editor-cell-text td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
<div style="line-height: 1.4">
<strong style="color: var(--blue-cta-default)">
<a data-linktext="U.S. retail sales rose for a third straight month." data-linktype="Normal" style="color:#105C8E" target="_blank">
U.S. retail sales rose for a third straight month.
</a>
</strong>
While total sales climbed 4.9% from the year prior to $757.1 billion, the number was not adjusted for inflation. Rising prices, rather than an increase in purchasing activity, may have driven the figure
higher. Gas prices jumped 12.3% on their own in April.
</div>
</td>
</tr>
<tr style="background-color:#EFEFEF">
<td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
</td>
</tr>
<tr class="trpad10" style="background-color:#EFEFEF">
<td align="left" class="editor-cell-image td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:middle;width:33.3333%;text-align:left;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<a aria-label="Bloomberg / Getty
Images" style="color:#105C8E" target="_blank" title="Bloomberg / Getty Images">
<img alt="Bloomberg / Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2266843494.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3Nzg4Mzk1MzUuMTY1MDI5fQ:1wNpQF:4yLi-xiqNgXaslHINg7oVO2WV66j1IGiGCzNt5B6PMo" style="width:200px;max-height:338px;vertical-align:middle;border:0" width="200"/>
</a>
</td>
<td class="editor-cell-text td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
<div style="line-height: 1.4">
<strong style="color: var(--blue-cta-default)">
<a data-linktext="Chinese companies have approval to buy Nvidia's 4200 chips." data-linktype="Normal" style="color:#105C8E" target="_blank">
Chinese companies have approval to buy Nvidia's 4200 chips.
</a>
</strong>
Though the U.S.
Commerce Department reportedly authorized Alibaba, Tencent, ByteDance, and JD.com to purchase chips, no shipment has been made. Beijing has encouraged Chinese companies to purchase domestic products.
</div>
</td>
</tr>
<tr style="background-color:#EFEFEF">
<td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
</td>
</tr>
<tr class="trpad10" style="background-color:#EFEFEF">
<td align="left" class="editor-cell-image td100" colspan="2" style="background-color:#EFEFEF;background-repeat:no-repeat;background-size:auto;vertical-align:middle;width:33.3333%;text-align:left;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<a aria-label="Al Drago / Getty Images" style="color:#105C8E" target="_blank" title="Al Drago / Getty Images">
<img alt="Al Drago / Getty Images" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fqz.com%252Fcdn-cgi%252Fimage%252Fwidth%253D640%252Cheight%253D360%252Cfit%253Dcover%252Cquality%253D85%252Cformat%253Dauto%252Fhttps%253A%252F%252Fassets.qz.com%252Fmedia%252FGettyImages-2255760206.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZxei5jb20lMkZjZCIsInRpbWUiOjE3Nzg4Mzk1MzUuMTY1MTMzMn0:1wNpQF:Zbh5u58ekjKE8mlA0Dyokz3bvc9gUyTDV6Sj4vVd78E" style="width:200px;max-height:338px;vertical-align:middle;border:0" width="200"/>
</a>
</td>
<td class="editor-cell-text td100" colspan="4" style="background-color:#EFEFEF;padding:10px;font-size:15px;font-family:Arial,Helvetica,sans-serif;width:66.6667%;vertical-align:top">
<div style="line-height: 1.4">
<strong style="color:#105C8E">
<a data-linktext="A Nevada provider plans to cut power to residents over
AI data centers." data-linktype="Normal" style="color:#105C8E" target="_blank">
A Nevada provider plans to cut power to residents over AI data centers.
</a>
</strong>
NV Energy is reportedly planning to pull electricity deliveries to the Lake Tahoe area in May 2027 to make more room for data center capacity across northern Nevada, one of the fastest-growing corridors in the country.
</div>
</td>
</tr>
<tr style="background-color:#EFEFEF">
<td class="td100" colspan="6" height="24" style="background-color:#EFEFEF;width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
</td>
</tr>
</tbody>
</table>
</td>
</tr>
<tr>
<td class="td100" colspan="6" height="24" style="width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
<!--[if mso]><img src="//editor.ne16.com/spacer.gif" style="mso-hide:all;border:0;"><![endif]-->
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<tr class="trpad10">
<td class="editor-cell-text td100" colspan="6" style="padding:10px;width:100%;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:15px">
<h1 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:24px;font-weight:bold">
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<table border="0" cellpadding="0" cellspacing="0" class="dragndrop" height="100%" style="table-layout:fixed" width="100%">
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<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;font-weight:bold">
Entrepreneurial Inspiration and its free
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<div>
Stories, insights and what's working right now from
Adam Wagner - an investor and advisor to Grüns, owner of Raindrop (the agency behind Dr. Squatch) and operator of VitaWild.
</div>
<div>
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<div>
<strong style="color: var(--blue-cta-default)">
<a data-linktext="Subscribe To Adam Wagner's Newsletter" data-linktype="Normal" style="color:#105C8E" target="_blank">
Subscribe To Adam Wagner's
Newsletter
</a>
</strong>
</div>
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</tbody>
</table>
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<tr>
<td class="td100" colspan="6" height="24" style="width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif">
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Can a sweeping crypto regulation bill make it past the Senate floor?
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The Digital Asset Market Clarity Act became the first legislative cryptocurrency framework to clear a congressional committee on Thursday after a Senate panel voted
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Committee Chairman Tim Scott, R-S.C., framed the vote as a necessary step toward giving the crypto industry the guidance it has long lacked.
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"For years, the digital frontier was trapped in a regulatory gray zone," Scott said. "Developers,
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The bill must survive a full Senate floor vote — one that demands at least seven Democratic supporters — and receive House approval before President Donald Trump can sign it into law. Several Democratic senators, including Sen. Mark Warner of Virginia, said they intend to keep working on
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