Agent开始“卷”执行力，云厂商的钱包准备好了吗？

Core Insights - The article discusses the ongoing advancements in AI agents, particularly the launch of MiniMax Agent by Minimax, which can handle complex long-term tasks and execute multiple sub-tasks to deliver final results [1] - OpenAI's upcoming GPT-5 is expected to integrate o-Series and GPT-Series, creating a universal execution layer that emphasizes strong execution and high computational power requirements [1][4] - The demand for computational power is surging due to the increasing complexity of AI tasks and the need for agents to perform autonomously, moving beyond simple software products [7][8] Investment in AI Infrastructure - Amazon Web Services is leading the investment in AI infrastructure among North America's major cloud providers, planning to spend over $100 billion in 2025, while Microsoft and Google plan to invest $80 billion and $75 billion respectively [2] - The total capital expenditure of the four major North American cloud providers reached $76.5 billion in Q1 2025, marking a 64% year-on-year increase [10] Evolution of AI Agents - The new generation of AI agents is expected to reshape product applications, with multi-agent systems becoming more prevalent in various scenarios by 2025 [5] - Current AI agents are likened to mobile internet apps, indicating a significant shift in how industries can leverage these technologies [6] Computational Power Demand - The combination of agents and deep reasoning significantly increases the demand for computational power, which is essential for executing tasks accurately [7] - OpenAI's Stargate project aims to secure computational resources and avoid shortages, with an initial investment of $500 billion planned for future growth [9] Market Dynamics and Competition - The cloud service market is still in a growth phase, with companies competing on pricing strategies to attract customers, particularly in AI cloud services [11] - Major companies like Alibaba and Tencent are significantly increasing their investments in AI infrastructure, with Alibaba planning to invest more in the next three years than in the past decade [10]