人工智慧代理應用的興起將擴大對核心半導體組件的需求，從邊緣到雲端。

本報告聚焦於人工智慧代理應用的發展趨勢，揭示其如何改變現有的社會環境。報告也分析了隨著人工智慧代理應用的出現，核心人工智慧計算硬體配置可能發生的變化，以及有望直接受益於這些變化的供應鏈。

主要亮點

• 人工智慧代理應用正在徹底改變現有的技術和社會格局，推動新的互動和傳播模式。
• 預計其快速崛起將重塑人工智慧的核心運算硬體配置，推動晶片和系統結構的變革。
• 供應鏈中與這些硬體變化相關的環節將能夠直接受益於此趨勢。

目錄

第1章：人工智慧代理將成為AIGC時代一流的應用解決方案

第2章：從個人到企業，每個人都將接受人工智慧代理應用，並重塑現有的社會結構。

第3章：人工智慧代理應用將擴大從邊緣到雲端的人工智慧運算核心硬體的需求。

第4章：TRI的觀點

This report focuses on the development trends of AI agent applications, revealing how they are changing the existing social landscape, and analyzes the possible shifts in AI core computing hardware configurations amid the rise of AI agent applications, as well as the supply chains expected to benefit directly.

Key Highlights

• AI agent applications are reshaping the existing technological and social landscape, driving new patterns of interaction and adoption.
• Their rapid rise is expected to reshape core AI computing hardware configurations, prompting shifts in chip and system architecture.
• Supply chain segments tied to these hardware shifts are positioned to benefit directly from this trend.

Table of Contents

1. AI Agents Will Become the Highest-Level Application Solution in the AIGC Era

• Figure 1: Generative Agents Let NPCs Simulate Daily Life & Interact with Each Other
• Figure 2: OpenClaw Architecture Diagram

2. From Individuals to Enterprises, Everyone Will Embrace AI Agent Applications, Reshaping the Existing Social Landscape

• Figure 3: Three Core Capabilities & Encryption Mechanisms for AI Agents
• Figure 4: AI Agent Development Timeline

3. AI Agent Applications Will Upgrade Core Hardware Demand for AI Computing from Edge to Cloud

• Table 1: Enterprise AI Agent Deployment Methods
• Figure 5: Share of Server Clusters with 1:1 GPU-to-CPU Ratio, End of 2028
• Table 2: Key Suppliers Directly Benefiting Under the Wave of AI Agents

4. TRI’s View