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CROSS-CATEGORY: The Agent Cost Center Moved From Model Calls to the Infrastructure Agents Hammer
Four same-week primaries point at one shift: SereneDB pitched Krummelanke at fleets of agents 'each firing hundreds of queries a second' and claims a design-partner workload fell from about $2,000/month to roughly a tenth of that; Verda raised $189M on a $165M annualized run rate to build inference capacity; Linear rebuilt CI because AI-generated PRs saturated its runners; and Deel reports 10,000 live internal agents handling 250,000 cases a month. None of these are model-pricing stories. The line item that grew is the database, the CI runner and the GPU underneath the agent, which is where a builder's 2027 budget question actually sits.
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