AI Agents Reshape Global Compute And Research

In February 2026, analysts including Eric Jang argue that AI's shift from static LLMs to 'thinking models' and autonomous agents, combined with an exponential rise in inference demand, is triggering an industry-wide transformation. Hyperscalers such as Microsoft, Google, Amazon and Meta plan hundreds of billions of dollars in data-center investment to meet inference workloads, while automated research and agentic workflows accelerate AI development.