The global narrative on Artificial Intelligence has been dominated, rightly, by two primary forces: the exponential power of compute (chips) and the profound capabilities of the models themselves. This has created a two-legged race. Yet, at B9F7 Parvis Trust, our thesis is built on the reality that a two-legged stool cannot stand.

There is a third, foundational pillar that is now becoming the single greatest bottleneck to the AI economy: the network.

We are attempting to run a 21st-century, machine-speed revolution on a 20th-century, human-speed infrastructure. The internet as we know it—the network that powers our streaming, our emails, and our web browsing—was never designed for the demands of Artificial Intelligence. And it is beginning to break.

This creates one of the most significant, unglamorous, and capital-intensive investment opportunities of the next decade. The future of AI is not just about compute; it is about connectivity.

The “old” internet was built on a simple, “asymmetrical” premise: humans consume more than they create. You download (stream) a massive video file, but you only upload (send) a tiny email. The network was optimized for this, tolerating “latency” (lag) and “jitter” (inconsistency) because a human user would not notice a few milliseconds of delay.

The “new” AI-driven network is the precise opposite.

1. It is Symmetrical: Machines talk to machines, and they do so with equal, massive volumes of data in both directions. When thousands of processors are training a single AI model (a process called distributed learning), they must exchange petabytes of data simultaneously, in perfect synchronization. The old, asymmetrical network cannot handle this.

2. It Has Zero Tolerance for Latency: For a human, a half-second delay is an annoyance. For an AI-guided robotic surgeon, a high-frequency automated trading algorithm, or a “smart grid” (a core B9F7 thesis) responding to a power surge, a half-second delay is a catastrophic failure.

3. It Is Moving to the Edge: The old model was centralized. We sent all our data to a giant, distant “cloud” data center. This model fails when you need instantaneous, real-time intelligence. The AI cannot live 1,000 miles away. It must live at the “edge”—inside the factory, inside the hospital, inside the car. This requires a new, localized, and hyper-resilient Network Infrastructure.

At B9F7 Parvis Trust, our strategy is built on funding the physical, foundational solutions to these new challenges.

This is the great redesign. The opportunity lies in building the “AI-Native Network,” which is defined by three key elements:

• New Physical Infrastructure: This is not a software upgrade. This is a massive, physical build-out of new “AI-ready” fiber optic networks. It includes the adoption of new, low-latency subsea cables and a complete re-architecture of the “last mile” to deliver symmetrical, high-bandwidth connections.
• The Rise of the Edge Data Center: We are investing in the “Network Infrastructure” that supports this new, decentralized topology. The future is not just a few hyperscale data centers; it is thousands of smaller, powerful “edge” data centers, located near the end-user, that provide the low-latency compute that real-time AI demands.
• New “Network-Level” Security: This new, high-speed, machine-to-machine network creates a new and dangerous attack surface. Our Data Security thesis is critical here. Security can no longer be a software “add-on.” It must be baked into the network fabric itself. We are focused on “Zero Trust” networking and AI-driven platforms that can monitor and secure these massive data flows at line speed.

The AI revolution is not just a revolution in intelligence; it is a revolution in physics. It is a revolution of energy, compute, and, most critically, the network that must carry it. We are investing in the essential “plumbing” that will allow this new economy to flow.