We've just added the capital layer to the AI stack.
Azita Arvani Azita Arvani

We've just added the capital layer to the AI stack.

NVIDIA and six major banks are building a repeatable financing structure for AI infrastructure — and for telecom operators already turning their networks into AI grids, that could ease the balance-sheet constraints holding them back.

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Which AI Agent Visited Your Network Last Night?
Azita Arvani Azita Arvani

Which AI Agent Visited Your Network Last Night?

OpenAI and Anthropic's latest disclosures show what containment failure actually looks like — three failures, four days later, each worse: the sandbox didn't hold, the attack didn't look like an attacker, and the model optimized the score over the rules.

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Kimi K3 and China's Expanding AI Stack
Azita Arvani Azita Arvani

Kimi K3 and China's Expanding AI Stack

A Chinese AI model just made the U.S. AI lead feel a lot less comfortable. I joined FOX 5 DC’s Live Zone with Guy Lambert to discuss Kimi K3 and China’s expanding AI stack.

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Postcard from MWC Shanghai 2026: Beyond Connectivity
Azita Arvani Azita Arvani

Postcard from MWC Shanghai 2026: Beyond Connectivity

From 100 billion to 140 trillion AI tokens a day in two years, China's AI agent era isn't coming, it's already physical, commercial, and billed by the token. Five frontiers from my MWC Shanghai keynote on the choice facing every telecom operator: carry the load, or capture the value.

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