巴克莱：智能体人工智能终于现身，我们重新审视 2026 年的人工智能能力

Equity Research 13 June 2025 U.S. Internet Agentic AI Is Finally Showing Up, We Revisit AI Capacity in 2026 Cursor hitting $500m ARR in just ~2 years should wake up the investment community to the coming wave of agentic AI companies/products. Based on the installed AI compute base, we estimate the industry can support over 1.7B of these vertical agents, or potentially upwards of 12B consumer agents. We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Internet Largecap and Int ...