Today's AI computing demand from millions of human users is just the beginning. The real explosion in demand will come from billions of AI "agents" working 24/7. This will double the workforce and create a relentless, round-the-clock need for inference computing, dwarfing current infrastructure requirements.

While conversational AI was an initial breakthrough, the more profound user experience shift comes from AI agents that can act autonomously. The ability for an AI to read files, run commands, and manage tasks in the background without constant input marks the transition from a passive tool to a proactive partner.

The fundamental model of AI use is changing. It's moving from 'assisted' AI, which helps humans with their tasks, to 'agentic' AI, where autonomous systems perform tasks. This paradigm shift requires new methods for adoption, management, and measuring success, moving from 'seats' to 'tokens'.

The shift from simple chatbots (one user request, one API call) to agentic AI systems will decouple inference requests from direct user actions. A single user request could trigger hundreds or thousands of automated model calls, leading to an exponential increase in compute demand and cost.

The paradigm for using AI is fundamentally changing. It's no longer just about chatting with a bot for information. It is now about deploying agentic systems that can operate a computer, take complex actions, and complete hours of human work in a single command, requiring a new user skillset.

The next wave of AI adoption involves 'agentic' workflows, where AI performs complex tasks autonomously. This shift from simple queries to agentic use is expected to increase token consumption by approximately 10x per task. This will drive a massive explosion in compute demand across all knowledge-work industries, not just coding.

The largest driver of future energy consumption for AI won't be human-initiated queries on chatbots. Instead, it will be the massive, continuous "machine-to-machine" traffic generated by autonomous AI agents performing tasks, which will ultimately swamp human-AI interaction and create a runaway demand for compute power.

The transition from chatbots to autonomous 'agentic' AI represents a fundamental step-change. These agents, which execute complex tasks independently, have already increased the demand for computational power by 1000x, creating a massive, ongoing need for new infrastructure and hardware.

The current back-and-forth prompting model is a "product overhang" that limits AI's potential. The future lies in giving agents a high-level goal, access to tools and data, and letting them run for extended periods to figure out the execution details, functioning more like an autonomous employee than a simple tool.