# 智能体重力：谁在运行你的智能体？

- 来源：Tomer Tunguz 博客（VC 分析）
- 作者：Tomasz Tunguz
- 发布时间：2026-05-26 08:00
- AIHOT 分数：58
- AIHOT 标记：精选
- AIHOT 链接：https://aihot.news/items/cmpn17grf0tlcsl01fs5lcfjh
- 原文链接：https://www.tomtunguz.com/agent-gravity

## 精选理由

Tomer Tunguz 提出「Agent Gravity」概念，把数据平台竞争的逻辑从数据引力延伸到了代理引力，做 Infra 和做 Agent 的人都应该读一读，这可能会影响你对平台锁定的判断。

## AI 摘要

在数据时代，数据重力是核心力量；而在智能体时代，智能体重力将扮演同样角色。智能体运行需要巨大算力，主要平台将激烈争夺以将其留在自家生态。平台上的智能体与数据越多，其智能体重力就越强。例如，Databricks在微软平台推出的某个功能，虽未明言此目的，却让用户更容易在Databricks中构建智能体，而非微软自家的Fabric。这可能使用户不知不觉间将高价值的智能体及数据工作负载迁移至该平台。因此，赢得并维持智能体重力，将成为智能体时代的核心竞争主题。

## 正文

In short : Agent gravity — the tendency of AI agent workloads to concentrate on major platforms — is becoming the defining competitive dynamic of the Decade of Agents, with incumbents already defending their turf.

If data gravity was the most important force in the Decade of Data, agent gravity will be the same in the Decade of Agents.

Agents are wonderfully powerful technologies & they require tremendous compute to power. That compute is big business & major platforms will fight to keep them on their platforms. The more agents & data running through a platform, the greater the agent gravity.

The most recent episode with a new Databricks feature on Microsoft’s platform :

While this was not the feature’s stated purpose, it essentially made it easier for Power BI customers to manage their data and build AI agents in Databricks instead of a competing data management offering from Microsoft, called Fabric.- The Information

So what’s going on :

If DBX customers can create data pipelines & manipulate their data through agents, then the person building those agents - or the agent itself - will decide where to run the agent (agent gravity) & where to process the data (data gravity).

These agents can siphon the knowledge in the semantic layer, migrate the data into other cloud data warehouses, & publish data to other BI systems.

Very quickly, users, knowingly or unknowingly, can migrate the profitable agent workloads & data warehouse workloads to a new platform.

Winning & sustaining agent gravity is the motif of the Decade of Agents.