Akash Bajwa · 2 September 2026 · Investment Thesis

Long-Horizon Agents: Compute, Memory and Power Profile

Akash Bajwa, Principal @ Earlybird

Long-horizon agents fundamentally change AI workload properties, shifting compute, memory, and power optimization from dense training/chat inference to distributed execution: CPU:GPU parity, flash-based state storage over HBM, and aggregated megawatt pools over gigawatt campuses.

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Topics: AI (Horizontal) · AI Infrastructure · Data & Analytics

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