AI agents, exemplified by OpenClaw Quinn, are consuming vast amounts of computational resources, with daily token usage reaching 234 billion—double that of the second-highest user. These agents autonomously perform tasks such as email management, code debugging, and browser automation, and even develop new skills by writing code. This unprecedented demand is driven by AI's ability to operate at speeds far beyond human capabilities. The surge in AI activity is significantly impacting the memory market. According to TrendForce, AI memory demand is projected to reach 3 exabytes in 2026, with AI consuming approximately 20% of global DRAM production capacity. DRAM prices are expected to rise by 50-55% in Q1 2026. Micron has already secured contracts for its entire 2026 HBM output, with the HBM market projected to grow from $35 billion in 2025 to $100 billion by 2028. Key beneficiaries of this trend include SK Hynix, Micron, and Samsung, which are poised to capitalize on rising DRAM and HBM prices. Semiconductor equipment manufacturers like Applied Materials, Lam Research, and KLA Corp are also set to benefit from increased demand for etching and deposition equipment. The real bottleneck in the AI era is not GPUs but memory, as AI agents continue to drive unprecedented consumption of computational resources.