{"type":"analysis","id":"analysis:agent-capacity-is-easier-to-project-than-agent-demand","slug":"agent-capacity-is-easier-to-project-than-agent-demand","title":"Agent capacity is easier to project than agent demand","description":"Epoch AI turns projected HBM supply into a striking capacity estimate, but the gap between sessions hardware could serve and useful work customers will buy remains unmeasured—not proof of either a shortage or a glut.","published_at":"2026-10-06T11:00:00.000Z","updated_at":"2026-10-06T11:00:00.000Z","record_date":"2026-10-06","topics":["trends"],"source_urls":["https://epoch.ai/publications/estimating-the-agent-population","https://developers.openai.com/blog/openai-for-developers-2025","https://t.me/qwgai/990","https://epoch.ai/"],"language":"en","routes":{"html":"https://newruntime.com/analysis/agent-capacity-is-easier-to-project-than-agent-demand/","markdown":"https://newruntime.com/analysis/agent-capacity-is-easier-to-project-than-agent-demand.md","json":"https://newruntime.com/analysis/agent-capacity-is-easier-to-project-than-agent-demand.json"},"author":{"role":"author","name":"Andrey Reshetnikov","profile":"https://newruntime.com/owner-profile.md","profile_json":"https://newruntime.com/owner-profile.json","same_as":["https://www.linkedin.com/in/reshetnikov1/","https://t.me/lapetuse"]},"editorial_provenance":{"desk":"authorial","target_ref":"story_cluster:epoch-ai-estimates-capacity-for-hundreds-of-millions-of-ai-agents-by-2027-0d286f71ae8a","authorial_article_id":"168fe2a2-5a49-46c9-833d-1bfdb528ab48"}}