---
title: "The next AI infrastructure race has nothing to do with chips"
date: 2026-06-11
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6a2b35bf85ca49c2aa07162b33074489&url=https%3a%2f%2fwww.thestreet.com%2ftechnology%2fthe-next-ai-infrastructure-race-has-nothing-to-do-with-chips&c=2539516226881606258&mkt=en-us
description: "What is not yet built at scale is the identity layer, the permission framework, and the payment infrastructure that allows agents to transact safely on behalf of hundreds of millions of users. Those ..."
---

# The next AI infrastructure race has nothing to do with chips

What is not yet built at scale is the identity layer, the permission framework, and the payment infrastructure that allows agents to transact safely on behalf of hundreds of millions of users. Those ...

*Published: 2026-06-11*