SemiAnalysis:智能体流量已占全部推理流量 70% 以上

SemiAnalysis · @SemiAnalysis_ · X·2026-09-17 23:00·27分钟前
AI 导读

SemiAnalysis 称智能体流量现已占全部推理流量 70% 以上,并总结了智能体负载的四个特征:多轮会话带来高 KV-cache 复用潜力、系统提示词与工具定义使上下文快速累积、线性对话使多数上下文可由 KV cache 直接服务(随轮数增长缓存输入与未缓存输入之比趋于 1)、以及子智能体突发产生的短上下文突发式 KV-cache 模式。

SemiAnalysis@SemiAnalysis_
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SemiAnalysis:智能体流量已占全部推理流量 70% 以上

2026-09-17 23:00· 27分钟前
AI 导读

SemiAnalysis 称智能体流量现已占全部推理流量 70% 以上,并总结了智能体负载的四个特征:多轮会话带来高 KV-cache 复用潜力、系统提示词与工具定义使上下文快速累积、线性对话使多数上下文可由 KV cache 直接服务(随轮数增长缓存输入与未缓存输入之比趋于 1)、以及子智能体突发产生的短上下文突发式 KV-cache 模式。

AGENTIC TRAFFIC NOW MAKES UP MORE THAN 70% OF ALL INFERENCE TRAFFIC 🚀

Agentic workloads are characterized by four elements:

🟠 Multi-turn: a session includes tens or hundreds of turns, leading to high potential KV-cache reuse.

🟠 Long context: system prompts, tool definitions, and the large number of turns make context accumulate quickly.

🟠 High prefix reuse: since the conversation progresses linearly, where output from turn n-1 is concatenated to turn n (typically), most context can be served from KV cache rather than recomputed (this depends on the amount of storage available to store KV tensors). As n grows, the ratio of cached input relative to uncached input typically tends towards 1.

🟠 Sub-agent bursts: a session launches multiple short-lived sub-agents with fresh context, which create bursty KV-cache patterns.