The impact of AI on network infrastructure differs across perspectives. The conservative view sees AI’s influence largely within data centers, primarily handling “horizontal” traffic through GPU clusters, resulting in minimal cost implications for enterprises and carriers. In contrast, the radical view emphasizes the transformative role of metaverses and AR/VR on network services, requiring significant edge connectivity and potentially driving major infrastructure upgrades. These immersive technologies revolutionize user experiences and traffic, leading to increased service revenue from networks. A middle ground, represented by AI agents, positions AI as a software component aiding automation. While companies like Meta embody the high-stakes metaverse vision, Google and Microsoft offer more accessible solutions. Thus, the future of AI networks hinges on foundational technology, specifically the chips in everyday devices rather than just super-GPUs. Understanding these dynamics is crucial for enterprises navigating AI’s evolving landscape, optimizing for both immediate and long-term advantages.
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