From GPU-Hours to AI Tokens: The Battle to Control AI’s Economics

From GPU-Hours to AI Tokens: The Battle to Control AI’s Economics

GPU rental rates have surged while the cost of an AI token has collapsed. The gap between them is where the AI economy’s profits—and its losses—are being decided. Research & Analysis: ICTpost Computing Intelligence Bureau (CIB) Published by ICTpostUSA | Compute Markets Research Series Two numbers describe the AI economy in the autumn of 2026, […]

Wall Street Buried the Software Seat. Somebody Forgot to Tell the Buyers.

Wall Street Buried the Software Seat. Somebody Forgot to Tell the Buyers.

By Dhirendra Pratap Singh, ICTpost USA Buried in the fine print of Microsoft’s newest enterprise product is a sentence that undercuts the loudest investment thesis of the year. Agent 365 is Microsoft’s control plane for artificial-intelligence agents — a registry, an identity system and a security perimeter for the swarm of autonomous software workers that […]