When 6G Meets AI, Plus a Reality Check on Market Valuations

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Today we’re talking through NVIDIA unveiling its plan for making the United States the heavyweight champion of next-generation wireless infrastructure. Meanwhile, the Bank of England is politely suggesting that maybe, just maybe, we've gotten a tad ahead of ourselves on AI valuations. And Cisco is solving the "my AI training job is too big for one building" problem with some genuinely impressive silicon.

We’ve got a lot to unpack.

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Why NVIDIA Wants to Win the 6G Race

Here's a sentence that should get your attention: the next generation of wireless networks will be built to run AI traffic from the ground up, and whoever leads that buildout will dominate the global AI economy.

Knowing this, NVIDIA is spearheading a coalition of U.S. companies through the AI-Native Wireless Networks project (AI-WIN) to develop high-performance, secure, AI-native 6G solutions built on American technology. While super fast internet speeds may come to mind first, 6G networks will also allow AI services to run locally, on your devices and in your facilities, rather than requiring everything to ping a distant data center.

This means AI responses are happening on your phone or production line in milliseconds, not seconds, opening the door for applications like autonomous vehicles, precision agriculture, and advanced manufacturing that need instant AI decisions, not cloud delays.

Think about what that means for enterprise infrastructure planning:

• Your current 5G deployments handle connectivity, moving data from point A to point B. 6G will handle intelligence, actually running AI computations on the network itself.

• Unlike previous network generations where you needed new hardware for each upgrade, 6G will use software-defined infrastructure that evolves with software updates. No more ripping out and replacing physical equipment every few years.

The business case is surprisingly compelling. Estimates suggest telecom operators could earn roughly $5 in AI inference revenue (that's the actual running of AI models) for every $1 invested in new AI radio access network infrastructure. For enterprises, this means your network provider might soon become your AI provider. Instead of buying AI services from one vendor and connectivity from another, you'd get both from your carrier, running the actual AI computations on the same infrastructure that handles your calls and data.

Here's the part that matters for boardroom conversations:

• 6G networks will use AI to optimize how they use wireless frequencies (the limited airwaves that carry all wireless data), potentially saving billions by squeezing more capacity out of the same radio spectrum.

• They'll also improve energy efficiency at scale and deploy AI agents to automatically manage and optimize network performance without human intervention.

• Translation: the infrastructure that connects your buildings, factories, and field operations is about to get a lot smarter and a lot more efficient.

The geopolitical angle is impossible to ignore. For decades, international competitors have dominated global network deployments, and they're racing to integrate AI computing and sensing capabilities into 6G. NVIDIA's coalition represents America's attempt to regain leadership in critical communications infrastructure.

What should you do with this information?

1. Understand that your 2030 network architecture decisions are being made right now by standards committees.

2. If you're in manufacturing, logistics, or any industry that needs fast local AI decisions (anything with robotics, sensors, or real-time optimization), start mapping how AI-native networks could reshape your operations.

3. Keep an eye on which carriers in your key markets are adopting which technology stacks, because vendor lock-in at the infrastructure layer is real and consequential.

The timeline: International standards committees have already started defining 6G specifications. Commercial deployments are likely 5-7 years out, but pilot programs and early deployments will start appearing in the next 2-3 years. That's your window to influence architecture decisions before they're set in stone.

AI Headlines

1. Bank of England Rings the Alarm Bell on AI Valuations.

   The Bank of England warned that stock market valuations appear stretched, particularly for AI-focused tech firms, with the market share of the top 5 S&P 500 members at close to 30%, higher than any point in the past 50 years. The central bank's concern: high concentration in market indices combined with elevated expectations around AI's impact leaves equity markets particularly exposed if sentiment shifts.

   Read more →

2. Cisco's New Chip Turns Distant Data Centers Into One Giant Brain.
   Cisco launched the P200 networking chip and 8223 router designed to connect AI data centers over vast distances, with Microsoft and Alibaba already signing up as customers. The innovation: the P200 chip replaces what previously required 92 separate chips with just one, and the resulting router uses 65% less power than comparable systems.

   Read more →

3. Google Drops €5 Billion on Belgian AI Infrastructure

   Google announced a €5 billion investment in Belgium over the next two years to expand cloud and AI infrastructure, including expansions of data center campuses in Saint-Ghislain and 300 new full-time jobs. This is what serious AI infrastructure commitment looks like: billions in capital, clean energy partnerships, and workforce development programs.

   Read more →

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TL;DR:

• NVIDIA is leading a U.S. coalition to build AI-native 6G networks that could generate $5 in inference revenue for every $1 in infrastructure investment.

• The Bank of England flagged stretched valuations in AI-focused tech firms, warning that supply chain bottlenecks or shifts in AI infrastructure requirements could trigger sharp market corrections.

• Cisco's new P200 chip consolidates 92 chips into one, cuts power consumption by 65%, and connects data centers up to 1,000 miles apart to handle AI training jobs that have outgrown single facilities.

• Google committed €5 billion to Belgian AI infrastructure over two years, including data center expansions and clean energy partnerships, signaling where hyperscalers expect long-term European AI demand to concentrate.

Stay sharp,

Cat Valverde
Founder, Enterprise AI Solutions
Navigating Tomorrow's Tech Landscape Together