AI Chips Could Power 720M Agents—If Anyone Buys

🔥 What happened AI chips shipped through 2027 could run 30–170 million concurrent frontier agents—equivalent to 140–720 million full-time workers. With efficient models like DeepSeek V4 Pro, that jumps to 1.9 billion agents. 💡 Why it matters Using just 20% of that capacity implies $2.6–5.3 trillion in annual API-equivalent spending, while developers project only ~$1 trillion by end-2027. Codex workloads cost $16–18 per agent-hour; Claude Code runs $24–50. ⚡ Our take This isn't a supply problem—it's a demand problem. Anyone hoarding chips now is betting on an AI usage explosion or a brutal price collapse.