Who Defines the Hardware-Software Interface as Agents Need Their Own OS?

At WAIC 2026, Arm China announced its new generation NPU architecture, "Zhouyi" X3-Pro, and led the establishment of the open-source AI operating system alliance, AIOS. On the surface, this news looks like a product launch, but if you place it within the broader context of the past two years—where AI hardware is migrating from the cloud to the edge, and shifting from model training to agent inference—you'll find a more pressing question worth asking: When every Agent needs to continuously perceive, reason, and decide locally, what kind of computing foundation do we actually need?