Core Insights - The article discusses the contrasting perspectives on AI Agents at two major events in December 2025: NeurIPS in San Diego and re:Invent in Las Vegas, highlighting the growing interest and investment in AI technology [1][2] Group 1: AI Agent Development - The emergence of AI Agents is seen as a significant development, with Amazon Web Services (AWS) announcing 12 new AI-related releases focused on the infrastructure, development, and management of Agents [1] - There is a consensus among developers that while the interest in Agents is high, the foundational infrastructure is still lacking [6][10] - The rapid development of Agents is creating challenges in terms of computational power and data storage, transitioning from a GPU shortage to a memory shortage [6][8] Group 2: Cost and Efficiency - The pressure of inference costs is leading to a new competitive evaluation system in the U.S. Agent startup scene, emphasizing the need to develop for cost reduction [7] - A significant portion of the costs associated with AI Agents, approximately 80-90%, is attributed to inference expenses, making it crucial for companies to lower these costs to achieve profitability [8][9] - Venture capitalists are increasingly inquiring about the inference costs of Agent startups and whether subscription models can cover these expenses [9] Group 3: Software Ecosystem - There is a concern that existing software is not adequately prepared for AI Agent integration, as current software ecosystems are designed for human use rather than AI [10][11] - The need for a software revolution is highlighted, focusing on creating interfaces that allow Agents to express flexible demands easily and avoiding data silos [13][14] - Database companies are tasked with developing database forms that can interact effectively with Agents and scaling up to meet the surging demand for Agent development [15][16] Group 4: Market Outlook - The article suggests that while the current enthusiasm for Agents is not a bubble, a lack of adequate infrastructure could lead to unsustainable growth [18] - There is a new wave of investment in AI infrastructure in Silicon Valley, with companies like NVIDIA investing heavily in AI infrastructure startups [15] - The importance of data in enabling Agents to understand business contexts and scenarios is emphasized, with major database firms gaining prominence at the re:Invent event [15][16]

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