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The transition to autonomous, long-running agentic AI is driving unprecedented demand for specialized inference hardware and high-bandwidth memory, with NVIDIA projecting $1T in chip orders through 2027.

Impact: Compute scarcity and memory bottlenecks will become primary operational constraints, requiring proactive capacity planning and hardware-agnostic architecture design.

— from AI Infrastructure Pivot: Enterprise Focus and Agentic Runtime Wars · Last Week in AI· Mar 26, 2026