#Infrastructure
5 posts
6G Is Coming: AI-Native Networks, Terahertz Waves, and the $1.5 Trillion Infrastructure Bet
6G isn't just faster 5G — it's an entirely new paradigm where AI is woven into the network fabric itself. Terahertz frequencies, digital twins, semantic communication, and a $1.5 trillion infrastructure overhaul are on the horizon. Here's what's actually happening.
A2A, MCP, and the Infrastructure for Agent Commerce
Google's A2A vs Anthropic's MCP — the protocol war that will decide how AI agents trade with each other. Plus x402 payments and agent wallets.
Who's Making Money in AI? NVIDIA Prints Cash While Everyone Else Burns It
NVIDIA earns $74B/year at 75% margins while OpenAI burns $9B and Anthropic burns $5.2B. A deep dive into AI infrastructure economics — training costs, inference pricing wars, and who actually profits.
MCP: The USB-C of AI Agents — How One Protocol United Rivals and Rewired Everything
A deep dive into the Model Context Protocol ecosystem in 2026 — adoption numbers, security battles, the historic rival alliance, and why MCP might be the HTTP moment for agentic AI.
Who's Making Money in AI? Pickaxes, Gold Rushes, and $140 Billion in Flames
A deep dive into AI infrastructure economics — training costs that exploded 200,000x, NVIDIA's 75% margins, startups burning billions, and the inference cost collapse that's reshaping everything.