Summary
The newsletter argues that the shift from training large AI models to deploying agentic AI at scale, combined with the rise of distributed multi-campus data centers, will fundamentally reshape network traffic demands. This creates a durable investment case for the networking layer of AI infrastructure, though the full analysis is behind a paywall.
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•AI deployment is moving from single question-answer exchanges to autonomous agents, changing the volume and character of network traffic.
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•Distributed multi-campus data centers are emerging as a key architectural trend, driving new networking requirements.
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•The article positions the networking layer as the 'layer beneath the layer' of AI buildout, implying sustained demand for networking components.