Azeem Azhar

And now we have AI moving into firms.

There was a fascinating, fascinating piece of research from Wharton Business School this week, which is part of a regular survey they do.

showed that 80% of people who responded, senior execs in American companies with more than 1,000 employees with more than $50 million of revenue, claim to use AI, generative AI, every week.

47% of them claim to use it daily.

But most interestingly, 58% of them said they were using some kind of agent or agent workflow in their business.

And that's really, really interesting.

It's really interesting when we think about what this means for the usage of compute.

The reason is that for many of us using generative AI,

today there's so much we want to do with it we've got a creative backlog we've got a work backlog and it's really fun to be able to use claude or gpt5 to help us work through that backlog but ultimately we're constrained in that query and response modality by having to live life having other things to do wanting to hang around with family wanting to get some sleep wanting to do some exercise

So the tasks run and then when we're not using them, they're not running.

But in an agentic world, the tasks run the whole time because the agents run the whole time.

They are working while we are sleeping.

They are the robots in the dark factory, the other software robots in the data center continuing to work for us.

And this shift towards agentic workflows, which is taking time, but it's getting more and more mature,

indicates an increase in the amount of compute that enterprises will want to use.

So it's also important to understand that compute is about computation, that is systematically processing information according to some kind of algorithm or set of steps.

It's not just about large language models.

Large language models are the propeller engine of 1930s and 1940s aviation.

And like propeller engines on planes, it's quite possible they will be replaced by something even snazzier.

So let's tackle this idea of infinite demand.