How decentralized infrastructure is emerging as the missing layer of the AI economy.
Billions are pouring into GPUs, data centers, and massive cloud infrastructure. Global AI infrastructure spending hit a whopping $318 billion in 2025. The result is that AI models are growing exponentially more powerful, and rightfully so as the spend gets higher and higher. But in the background a silent bottleneck is emerging: connectivity.
Many investors, users, and AI companies themselves remain obsessed with raw processing power, but the reality is that AI applications don’t thrive on compute alone. They demand massive data mobility, real-time communication, and seamless global networks. As AI transitions from centralized training labs to real-world deployment, connectivity is fast becoming the ultimate bottleneck in the tech stack.
The Hidden Infrastructure Problem
Modern AI is increasingly distributed. Inference workloads span multiple regions, edge devices stream continuous data
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