BofA is seeing a shift in AI investment towards AI Agent, which is highly positive for overall AI spend. AI Agent requires much higher inference compute, which also benefits from test time compute scaling. While current AI Agent is not yet at commercial readiness, they will https://t.co/RdVIJaCDyE
— Nomad Semi (@MooreMorrisSemi) Jun 26, 2025
from Twitter https://twitter.com/MooreMorrisSemi
June 26, 2025 at 03:44AM
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