As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.
Axe note: Nvidia’s new CPU strategy in AI agent sandboxes signals a big tech shift with subtle implications for the JSE and the rand.