AI Infrastructure

Why Every Tech Company Wants to Give AI Agents a Front Door

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Person working at a laptop, representing an AI agent using the Model Context Protocol to connect with software

BOTTOM LINE Most people have never heard of the Model Context Protocol (MCP), but it’s quickly becoming one of the most important pieces of AI infrastructure, with monthly downloads up almost 4,750 percent in under two years. Instead of forcing AI agents to click through websites like a human, MCP gives them a secure, standardized … Read more

NVIDIA Is Financing Its Customers. The Goal Is Bigger Than the Next Chip Order.

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Abstract graphic of connected infrastructure nodes representing NVIDIA financing its AI customers

BOTTOM LINE NVIDIA isn’t just selling chips anymore. It’s writing checks, taking equity, and guaranteeing leases for the companies that buy those chips. In the past year its unlisted equity investments rose from about $3 billion to $42 billion, and it just backed a $105 billion lease guarantee for a single Ohio campus. The goal … Read more