Real-time AI security monitoring cannot rely solely on the cloud. Most locations lack the bandwidth to stream high-resolution video for cloud-based processing. Effective solutions require a hybrid approach, performing initial inference on-premise at the edge device before sending critical data to the cloud for deeper analysis.
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The proliferation of sensors, especially cameras, will generate massive amounts of video data. This data must be uploaded to cloud AI models for processing, making robust upstream bandwidth—not just downstream—the critical new infrastructure bottleneck and a significant opportunity for telecom companies.
While AI inference can be decentralized, training the most powerful models demands extreme centralization of compute. The necessity for high-bandwidth, low-latency communication between GPUs means the best models are trained by concentrating hardware in the smallest possible physical space, a direct contradiction to decentralized ideals.
Traditional AI security is reactive, trying to stop leaks after sensitive data has been processed. A streaming data architecture offers a proactive alternative. It acts as a gateway, filtering or masking sensitive information *before* it ever reaches the untrusted AI agent, preventing breaches at the infrastructure level.
The "agentic revolution" will be powered by small, specialized models. Businesses and public sector agencies don't need a cloud-based AI that can do 1,000 tasks; they need an on-premise model fine-tuned for 10-20 specific use cases, driven by cost, privacy, and control requirements.
While on-device AI for consumer gadgets is hyped, its most impactful application is in B2B robotics. Deploying AI models on drones for safety, defense, or industrial tasks where network connectivity is unreliable unlocks far more value. The focus should be on robotics and enterprise portability, not just consumer privacy.
The high-speed link between AWS and GCP shows companies now prioritize access to the best AI models, regardless of provider. This forces even fierce rivals to partner, as customers build hybrid infrastructures to leverage unique AI capabilities from platforms like Google and OpenAI on Azure.
The next wave of data growth will be driven by countless sensors (like cameras) sending video upstream for AI processing. This requires a fundamental shift to symmetrical networks, like fiber, that have robust upstream capacity.
The excitement around AI capabilities often masks the real hurdle to enterprise adoption: infrastructure. Success is not determined by the model's sophistication, but by first solving foundational problems of security, cost control, and data integration. This requires a shift from an application-centric to an infrastructure-first mindset.
A cost-effective AI architecture involves using a small, local model on the user's device to pre-process requests. This local AI can condense large inputs into an efficient, smaller prompt before sending it to the expensive, powerful cloud model, optimizing resource usage.
Instead of streaming all data, Samsara runs inference on low-power cameras. They train large models in the cloud and then "distill" them into smaller, specialized models that can run efficiently at the edge, focusing only on relevant tasks like risk detection.
