Optimistic Future for CPUs and Their Industrial Ecosystem: AI Agent Sandbox Set to Open New Growth Opportunities

The AIAgent sandbox relies on micro virtual machine technology using KVM, pivotal for CPU support and AI Agent risk management. Caitong Securities highlights the growing adoption of AI Agent sandboxing, driven by the need for sandbox isolation to minimize potential AI risks while boosting CPU demand. Internationally, Meta’s acquisition of Manus signals impending advancements in sandbox technology. Domestically, platforms like Alibaba Cloud are iterating AI Agent Infra systems focused on sandboxing. The action module of an AI Agent transforms outputs from the brain module into actionable operations, leveraging function calls to maintain a secure execution environment. However, current systems may unwittingly trust LLM outputs, exposing vulnerabilities. Effective sandboxing mitigates risks associated with untrusted code execution. Investors are advised to focus on global CPU manufacturers (AMD, Intel), as well as domestic alternatives and related supply chains. Risks include potential lags in AI development and slow sandbox deployment by cloud providers.

Source link