Agents, inference and token economics – Nvidia pitches the AI future

The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where tokens become the core unit of value, and data centers evolve into revenue-generating factories. In sum – what to know: Token AI – Nvidia used […]

Nvidia positions AI-RAN with Nokia, T-Mobile in (its) $1tn AI infrastructure market

Nvidia’s trillion-dollar AI infrastructure forecast set the tone at GTC yesterday, framing its AI-RAN partnerships with Nokia and T-Mobile (part of a $2tn industry) as a new frontier for low-latency inference at the edge. In sum – what to know: Robotics platform – Nvidia positions RAN as a future AI compute platform, turning cell sites […]

Networking the AI economy – Verizon on global fiber, metro access, private 5G

Global, porgrammable, and dense – from the cloud to the edge: Verizon Business talked at MWC about how its sees the new AI stack evolving for telcos, and why its investments in backbone fiber, metro access, and private network will link cloud models and inference workloads to real-world machines. In sum – what to know: […]

Cisco rights the MWC narrative – fiber first, mobile later, as AI agents make minds race

While most of the big talk at MWC is about 5G and 6G, the most urgent AI infrastructure work is with fibre-heavy data centre interconnects. Cisco, and certain others, are capitalising on this east-west traffic surge, with mobile and edge networks positioned as a critical mid-term component in the AI networking stack. In sum – […]

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