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Received — 1 September 2026 AI Infrastructure Archives - The New Stack

Your Mac is now part of Perplexity’s AI infrastructure

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Perplexity wants its AI agents to use more of the computing power already sitting inside a Mac. The company launched Hybrid Compute on Tuesday, a new feature that lets Perplexity Computer move parts of the same task between powerful cloud models and smaller models running directly on Apple silicon.

The timing is significant. Hybrid Compute arrives on the first day of John Ternus’ tenure as Apple’s CEO. Ternus, who previously led Apple’s hardware engineering organization and played a key role in the company’s transition from Intel processors to its own Apple silicon, succeeds Tim Cook after 15 years as CEO. Perplexity is now betting that same hardware can become part of the infrastructure behind autonomous AI agents.

The task starts in the cloud. When a step involves sensitive information, Computer can move that part of the job to a model running on the Mac without having to start over.

When a step involves sensitive information, Computer can move that part of the job to a model running on the Mac without starting over.

Privacy Gate checks first

A Perplexity-trained Privacy Gate runs locally on the Mac and looks for sensitive information such as names, addresses, account numbers, and secrets. When it flags something, the user can decide whether that part of the task should stay on the device.

Users can review what the system wants to keep local before work begins and ensure it hasn’t missed anything they don’t want sent to the cloud. They can also choose which model handles the local work.

At launch, users can choose between Gemma E4B, Qwen3.6 35B-A3B, and a version of Qwen3.6 35B that Perplexity post-trained itself, with more models planned for later. Perplexity also handles the installation through the desktop app, so users don’t have to open a terminal or set up the model themselves.

Local tokens cost nothing

Once a task is running, the app displays local CPU, GPU, and memory utilization, as well as the number of tokens consumed. Users aren’t charged for tokens generated by models running locally on their Mac. That gives Perplexity another reason to move work onto the device beyond privacy, since running models locally can also cut inference costs. (The question of who bears inference costs and when is becoming a competitive issue across the industry.)

There is a compromise. Perplexity uses its most capable models in the cloud, while smaller models handle local work, so keeping more of a task on the Mac can improve privacy and cut costs at the expense of some capability. Hybrid Compute leaves that choice to the user.

Perplexity uses its most capable models in the cloud, while smaller models handle local work, so keeping more of a task on the Mac can improve privacy and cut costs at the expense of some capability.

Context crosses the boundary

The trickier bit is what happens to context when part of a task moves onto the Mac. The cloud model still needs to know enough about what happened locally to continue the job, without getting access to the private information that was supposed to stay there.

Perplexity says Computer can move a step from the cloud to a local model without restarting the task or losing context, and ultimately combine the cloud and local work into a single result. It does not detail in its announcement exactly what context is passed between those environments or how information produced by the local subagent is filtered before it returns to the broader workflow.

The local subagent can work with private files and data and take actions on the Mac. Users can also start a task on an iPhone and hand off local work to their Mac without having to start over.

For enterprise customers, Perplexity adds company-wide rules for what stays local and a record of what leaves each device, bringing the same governance questions facing AI agents down to the device level.

DGX Spark starts local

Hybrid Compute reverses the approach Perplexity introduced for Nvidia’s DGX Spark last week. DGX Spark starts locally and reaches out to frontier cloud models only with permission, while the Mac version starts in the cloud and moves work onto the device when needed.

In both cases, the agent harness decides where each part of the job runs. That orchestration — deciding which tools and context an agent actually needs — is becoming an increasingly difficult engineering problem as agents gain access to more systems and data.

Apple silicon becomes part of the agent stack

Running this much of an agent locally still requires a fairly powerful Mac. Perplexity recommends at least 32GB of unified memory, Apple silicon, and macOS 15. The feature is available to Pro and Max subscribers as well as enterprise customers.

Those requirements show the limits of local AI at the moment. Smaller models can run on plenty of Macs, but giving an agent enough compute to handle meaningful work still requires relatively high-end hardware.

That will likely change as Macs get better at running larger models. For Ternus, the bigger question is how much of the AI work now happening in the cloud will eventually move onto the machines Apple sells.

For Ternus, the bigger question is how much of the AI work now happening in the cloud will eventually move onto the machines Apple sells.

The post Your Mac is now part of Perplexity’s AI infrastructure appeared first on The New Stack.

When agents build, deploy, and maintain, persistence becomes the hard problem

Abstract dark purple and green digital glitch landscape symbolizing AI agent database infrastructure and state persistence.

Every application has always needed a place to keep its state. That is not new. What is new is who creates that place, how many get created, and how long they have to survive after everyone has stopped looking.

“Separating durable state from ephemeral compute is the new requirement, and the idle cost trap is only half of it.”

Consider the agents built by Kimi, the AI platform from Moonshot AI. A non-technical user describes an application in plain language. An agent builds the frontend, backend, and database, then deploys them in minutes. The user never thinks about infrastructure. They asked for a tool and received a running one.

Then the agent does something the previous generation of coding assistants never did. It does not hand over code and walk away. It keeps the application running and comes back to maintain it. That last word is where the old assumptions break. Build once and hand off, and state is almost an afterthought. 

Build, deploy, and maintain across tens of millions of applications, most idle most of the time, and persistence stops being a database feature and becomes the central economic problem of the whole system.

I have written before about what happens to a database when its user is an agent rather than a human. Kimi is the clearest production example I have seen, and it surfaces a requirement that the industry has not really been asked to meet: keep state alive cheaply in two very different places at once. The problem is not performance. It is the economics of persistence.

The number that changes the question

When you serve thousands of tenants, the questions are familiar. How fast are queries? How do we fail over? How do we back up? The industry has good answers for all of them. When you serve tens of millions, most created by agents and most idle most of the time, a different question moves to the front, and it is the one nobody planned for: what does it cost to keep something alive that nobody is using right now?

Ask it once, and you are talking about idle databases. Ask it again, one layer up, and you are talking about the agent’s own half-finished work sitting between maintenance sessions. Same question, two surfaces. At a thousand you absorb it. At ten thousand it stings. At tens of millions it is fatal.

“In a human-driven product, what you provision and what people use track each other. In an agent-driven product, they diverge wildly.”

This is the shift agents force. In a human-driven product, what you provision and what people use track each other. In an agent-driven product, they diverge wildly, because agents create far faster and more casually than humans ever did, and most of what they create goes idle immediately.

One principle, two places

There is a single move underneath everything that follows: separate durable state from ephemeral compute. State is the part you must never lose, so it belongs on a shared, cheap, effectively infinite foundation. 

I have argued before that object storage is becoming the new network layer of the data stack, and this is what that looks like, built for agents: durable data at rest costs almost nothing. Compute is the part you should be able to throw away, summoned when work arrives and released when it stops.

Couple the two and you pay to keep compute running for state that is doing nothing. Decouple them, and your cost stops tracking how much you have created and starts tracking how much work is happening. 

Every hard number in the Kimi deployment comes from getting this separation right in the two places an agent-scale product needs it: the databases the agent provisions for its users and the workspace the agent lives in.

The first place: the idle tenant

The instinct most teams start with is the one that has worked for a decade: give each tenant its own database instance. It is clean and easy to reason about. Kimi’s earlier shape was close to this, with single-instance PostgreSQL behind the product. It works beautifully until the tenant count climbs into the tens of thousands, and then the economics invert. The reason is structural. 

A per-tenant instance couples the logical experience of an isolated database to the physical reality of dedicated, always-on compute. The tenant needs the first. The business cannot afford the second at scale. Cost grows with tenants created, not tenants active, and in an agent-driven product those two numbers are worlds apart.

“The agent experiences a dedicated, isolated database, while a virtual layer beneath provides each one its own namespace. The agent does not need a dedicated instance. It needs the experience of one.”

I have started calling this the idle cost trap, because teams walk into it without seeing it, and by the time they feel it, the architecture that created it is load-bearing. The way out is the principle. The agent experiences a dedicated, isolated database, while a virtual layer beneath provides each one its own namespace and isolation guarantees over a shared substrate, with object storage holding durable data and a routing layer sending requests where they belong. The agent does not need a dedicated instance. It needs the experience of one.

There is a catch worth being honest about. If compute is summoned on demand, then when a request arrives for an idle tenant something has to spin up, and if that is slow, you have traded a cost problem for a latency problem

Kimi provisions a database in about a second, from a warm pool of pre-initialized resources kept ready and replenished behind each claim, so database setup drops out of the delivery pipeline entirely. That number is not a benchmark to brag about. It is the evidence that ephemeral compute over shared, persistent storage can stand in for the always-on model, because it appears fast enough to feel always-on.

The second place: the agent’s own workspace

The maintenance half of the lifecycle drags the same problem into a place most teams never look: the agent’s own working environment. An agent that builds once can treat its workspace as disposable: spin up a sandbox, write code, ship, discard. An agent that maintains cannot work that way. 

It has to return days or weeks later and pick up where it left off: source code, Git history, checkpoints, the record of what it was in the middle of doing. If that context is lost, the agent does not resume work. It is reconstructing it.

And execution environments are ephemeral on purpose, because keeping millions alive between sessions is the idle cost trap in a different costume. So the environment gets torn down. If the work goes with it, every maintenance session begins by rebuilding state the agent already had: wasted compute, wasted tokens, and a user watching an agent relearn its own project.

The fix is the same separation, one layer up. Kimi uses a persistent filesystem that keeps development state alive independently of the compute that produced it. Source code, Git history, checkpoints, and task progress persist after the environment is destroyed, so the agent resumes rather than starting over. Compute is ephemeral and cheap to discard. State is durable and cheap to keep. Same trade as the idle tenant, seen from the builder’s side.

The database choice becomes a quality input

There is a further effect that surprised me, because it shows up in the quality of what the agent builds. Every infrastructure decision is a chance to get something wrong. If each task forces the agent to reason from scratch about which database to use and how to configure it, it is improvising on every run, and improvisation is where errors enter. 

When the stack is unified, it applies known-good patterns instead. Kimi saw code generation success rates improve from standardizing on a unified data layer, and that is the mechanism: fewer places for the output to go wrong.

“The choice of database is no longer just an infrastructure decision. It is a quality input to the agent’s work.”

This is a version of an argument I keep returning to. Agents need guardrails, and the most effective ones are built into the infrastructure rather than bolted on as instructions. A database that behaves consistently every time is a guardrail. The choice of database is no longer just an infrastructure decision. It is a quality input to the agent’s work.

Four properties that have never been requried together

Step back from Kimi and the shape of the requirement is clear. An agent-scale product needs four things from its data layer at once:

  • Tenant isolation: every agent-created database must be logically separate, so millions of tenants never bleed into one another.
  • Instant provisioning: a new tenant has to exist in about a second, because an agent will not wait and neither will the user behind it.
  • Cost elasticity: an idle tenant, and an idle workspace, has to cost almost nothing, because most things are idle most of the time.
  • Persistent state independent of compute: the tenant’s data and the agent’s development state alike must survive the ephemeral environments that produced them.

Each has been solved before in isolation. Databases have offered isolation for decades. Serverless systems provision quickly. Object storage is cheap at rest. What is new is the demand for all four at once, at a scale where any one failing breaks the product. That is the real infrastructure competition of the agent era, and it is not the one the industry is used to having. It is not about who has the fastest single query. It is about who can hold all four together at tens of millions of tenants without one collapsing the others.

The pattern is bigger than one product

I do not think Kimi is a special case. It is an early, unusually clear instance of a pattern that will repeat across every product where agents build for non-technical users at scale. The shape is always the same. One agent, one workspace, one database, repeated millions of times. Each instance feels independent. 

The infrastructure underneath is shared, and it works only because a virtual layer separates the logical experience of isolation from the physical cost of compute, and because durable state is allowed to outlive the compute that produced it.

Kimi is the version where the agent hands a finished application to an end user and then stays on to maintain it, which is harder in two ways at once. The tenant does not go away when the run ends; it persists, idle, waiting, multiplied by tens of millions. And the agent does not go away either, so its own working state has to survive every gap between sessions. Persistence is no longer a property of one component. It is the property the whole system is organized around.

“The database conversation in the agent era is no longer really about speed. Get it wrong, and no amount of model quality will save the margins.”

Teams building in this direction will hit the idle cost trap on both surfaces, whether they plan for it or not. The only choice is whether they see it coming. Design for all four from the start and you scale past the point where the per-tenant-instance model collapses. Do not, and you hit that ceiling at tens of thousands of tenants, exactly where Kimi’s earlier architecture did, and sooner than you expect, because agents fill a tenant table faster than any human-driven product ever has.

The database conversation in the agent era is no longer really about speed. It is about whether the economics of persistence can survive the scale that agents create in both the database and the workspace. Get that right early, and the rest of the product has room to grow. Get it wrong, and no amount of model quality will save the margins.

If you are building a product where agents provision infrastructure for end users and then stay on to maintain it, four things make that economically viable: isolation, instant provisioning, near-zero idle cost, and durable state on a shared substrate. That is what we have built into TiDB’s serverless and agent workloads. It is the pattern these teams keep arriving at from different directions.

The post When agents build, deploy, and maintain, persistence becomes the hard problem appeared first on The New Stack.

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