AI Agent热潮背后的基础设施挑战

DoNews2025-12-11

2025年12月，美国迎来两拨奔赴不同AI盛会的人群：一拨前往圣地亚哥参加NeurIPS，聚焦前沿AI研究；另一拨涌入拉斯维加斯的亚马逊云科技re:Invent展会，寻求AI落地的机会。在与re:Invent上十多名在美开发者交流后，大洋两岸的共识浮现：Agent的时代已经到来。亚马逊云科技CEO Matt Garman宣布了12项围绕AI Agent的基建、开发和管理的新发布，并判断AI ...

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USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC"},"translate_title":"Infrastructure challenges behind the AI Agent boom","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.87,"NVDY":0.6,"NVD2.UK":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDA":0.9,"NVDS":0.6,"NVDX":0.6,"USAW.SI":0.6,"SNVD.UK":0.6},"content_text":"2025年12月，美国迎来两拨奔赴不同AI盛会的人群：一拨前往圣地亚哥参加NeurIPS，聚焦前沿AI研究；另一拨涌入拉斯维加斯的亚马逊云科技re:Invent展会，寻求AI落地的机会。在与re:Invent上十多名在美开发者交流后，大洋两岸的共识浮现：Agent的时代已经到来。亚马逊云科技CEO Matt Garman宣布了12项围绕AI Agent的基建、开发和管理的新发布，并判断AI Agent正让AI的价值真正释放。相较去年re:Invent全场主打AI Cloud、Model as a Service的标语，今年“Agent”成为绝对热词。一名亚马逊云科技在美工程师笑称，若与每个宣称要做Agent的展商干杯，“走一半你就醉了”。然而，这股热潮背后，多数美国开发者保持冷静。“我要来‘泼冷水’。不管从成本，还是从AI-first的能力上来说，目前Agent的基础设施还很薄弱，”数据库服务商PingCAP联合创始人兼CTO黄东旭坦言。该亚马逊云科技工程师也指出，Agent发展的速度具有破坏性。当厂商意识到Agent具备远超人类的开发效率时，需求呈指数级增长，对训练、推理算力以及数据存储的软硬件带来巨大压力。“行业已从GPU短缺演变为内存短缺。”在推理成本高企的背景下，“Develop for Cost”成为美国Agent创业圈新的竞争力评价标准。受限于模型推理能力，复杂任务或长文本处理常需调用“Pro”级别模型，导致高昂调用消耗。Pokee.AI创始人兼CEO朱哲清曾表示，市面上AI Agent的成本平均八至九成集中在推理环节，应用公司需将推理成本降低80%才可能盈利。“现在VC普遍会问Agent初创公司：推理成本多少？订阅能否覆盖推理成本？”一名美国Agent创业者透露。另一个关键问题是：现有软件生态是否准备好被Agent调用？“目前的软件生态是为人开发的，而不是为AI Agent开发的，”Anthropic一名Code产品经理指出。黄东旭亦强调，人和AI对软件的使用偏好不同。AI厌恶因数据孤岛而浪费Token，且在面对多个调用接口时易出现注意力分散、幻觉、“智力下降”等失控情况。为此，黄东旭提出软件需围绕“给Agent使用”的理念进行革命：第一，设计让Agent能以最简方式表达灵活需求的交互界面，如为AI构建类似SQL的数据库语言；第二，避免制造数据孤岛；第三，控制成本。“给Agent泼冷水”意味着模型层、Infra层、数据层等基础设施仍有大量优化空间与商业机会。新的AI基建投资热潮正在席卷硅谷。通过优化AI Infra降低推理成本，已成为创业新方向。2025年9月，英伟达 reportedly 豪掷超9亿美元获取AI Infra初创公司Enfabrica技术授权并雇佣其CEO。一名数据库展商表示正计划投资数个在美华人的AI Infra项目。同时，数据作为Agent基建的关键也日益受重视。re:Invent展会上，Snowflake、MongoDB、Databricks等数据库厂商占据半壁江山。Snowflake员工指出，数据决定Agent对业务和场景的理解。数据库厂商因此面临新命题：一是探索能与Agent高效交互的新型数据库形态，二是扩容以应对爆发式Agent开发需求。“Agent目前不是泡沫，”Anthropic一名员工总结，“但一旦人人追逐显性应用而无人夯实匹配的基建，泡沫终将形成。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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