AI Inference Buildout

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Nelle: Optimistic AI compute buildout forecasts still underestimate agent demand
“Even with You know, the most optimistic projections for what we're going to need in terms of build out are underestimating the extent to which these swarm systems can like churn at scale to produce code that is valuable to the economy”
Jonas Nelle Mar 6, 2026 ▶ 52:18 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor

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