Box CEO Sees 100-Fold Rise in AI Compute Demand From Agent Clusters

Box CEO Aaron Levie estimated that token and computing use could grow about 100-fold as companies run clusters of autonomous agents, pointing to enterprise workloads as a potential source of demand beyond individual assistants.

Individual AI assistants may have usage limits tied to each person, Levie said. Most agents still require people to assign tasks, though they can compress three to five hours of knowledge work into about 10 minutes.

That setup remains limited by how quickly people can initiate work. Levie said the larger increase would come when companies deploy background agents in clusters to handle tasks initiated independently of people.