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I feel like we're still stumbling about a bit and don't know all the answers, which is fine. But NVIDIA frames AI agents as the next computing paradigm, but most of what's described here still looks like orchestration + retrieval + tool use on top of LLMs.

What actually has to change at the systems level (data layout, memory, scheduling, storage, networking, etc.) for agents to become a first-class workload rather than just another application pattern on existing infrastructure?