Hundreds of millions of AI agents are coming. Is there work for them?

Key points

• Anthropic’s Dario Amodei has described a future “country of geniuses in a datacenter”, but could we actually see AI spitting out a country’s worth of labor in the next few years?1
• Our research found that the compute produced over the next two years could support tens to hundreds of millions of AI agents using today’s most capable models, or billions running cheaper ones.1
• At that scale, AI agents could easily log more hours than all US knowledge workers combined do today.1
• Since AI compute hardware production is bottlenecked by the availability of high-bandwidth memory (HBM), we used projected HBM shipments from 2025 through 2027 to calculate the number of GB300-equivalent GPUs that could be produced.1

Sources (1)

• [1]Hundreds of millions of AI agents are coming. Is there work for them?
  Epoch AI: Gradient Updates · Oct 2, 07:11 PM

  AI companies are shelling out hundreds of billions of dollars each year on chips and data centers, betting that the massive compute buildouts will run AI agents capable of doing work that people do today.

  Anthropic’s Dario Amodei has described a future “country of geniuses in a datacenter”, but could we actually see AI spitting out a country’s worth of labor in the next few years?

Extractive summary: sentences quoted from the sources.