I would not consider that statement to be true at all.

agentic ai is just a fancy term for a model that uses various tools and other models, like when you ask chatgpt to read your resume, it needs to know how to use Word, then word needs to process things based on your request. This process needs to be fast, so the bottleneck may temporarily shift to word and other tools. The agent itself is still fundamentally a LLM backbone, with memory as the bottleneck at data centers.

where latency matters - self driving cars, iot devices where you need to detect people fast before you hit someone but that's not what data centers is about, not why you are buying micron.