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The New AI Stack: Building for the Age of Agents

Daniel Davenport
6 min readFeb 2, 2025

The AI infrastructure landscape is experiencing a shift that will reshape how companies deploy and manage their computing resources.

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A recent analysis by hedge fund quant and AI expert, Jeffrey Emanuel highlights a critical transition: as AI evolves from passive models to active agents capable of autonomous decision-making, the computing demands are shifting dramatically.

At the heart of this transformation is Chain of Thought (COT) reasoning — the key technology enabling AI agents to think through problems step-by-step, verify their own work, and make complex decisions independently.

This shift from simple inference to agentic workflows — where AI agents actively engage with tasks, make decisions, and interact with other systems — creates new challenges for businesses.

How should organizations architect their AI infrastructure to support these increasingly sophisticated agents?

The answer isn’t as simple as filling server rooms with GPUs. Instead, a new multi-layered approach is emerging that could revolutionize how we deploy AI processing power to support agent-driven operations.

The Rise of Inference-First Computing

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Daniel Davenport
Daniel Davenport

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