The Next Frontier of AI Infrastructure is the Premise

by Michael Rezek, Chief Business Development Officer

An engineer recently told me he was consuming more than a billion AI tokens a month. At commercial API rates, that volume can run to thousands of dollars a month, raising a sharper question: what does each successfully completed task cost?[3] The actual bill depends on the model, input and output mix, caching, and commercial terms. Token volume is a signal to examine execution economics, not a measure of bandwidth demand.

For broadband providers and network infrastructure partners, the opportunity is to understand and improve how connectivity supports reliable, cost-effective AI execution across homes, small offices/home offices (SOHOs), and microbusinesses.

AI is moving closer to the Edge

The future of AI is hybrid: some processing happens locally, some in the cloud and networks must support both.  We are still early in understanding that impact.. 

Qualcomm’s work on on-device agentic AI illustrates emerging smartphone capabilities.[1] Local processing can reduce cloud traffic. Devices may also combine local reasoning with cloud models and external tools, making the network impact dependent on how each workload operates. 

Apple provides a concrete example in the connected home. Its HomeKit Secure Video documentation describes a home hub analyzing camera footage locally, then uploading encrypted clips to iCloud when it detects a significant event.[4] Apple Intelligence also combines on-device processing with Private Cloud Compute for more complex requests.[5] These architectures show how local intelligence can select what crosses the broadband connection or work alongside cloud inference. They establish network dependencies, while leaving the scale and timing of the traffic impact to be measured. 

For broadband providers and network infrastructure partners, the opportunity is to understand and improve how connectivity supports reliable, cost-effective AI execution across homes, small offices/home offices (SOHOs), and microbusinesses.

The scale of the opportunity

Millions of people already work from home. AI Agents could make homes and small businesses significant sources of autonomous workloads.  The potential reach is substantial. BLS estimates show that 35.4 million U.S. workers, or 22.4% of people at work, teleworked or worked at home for pay in 2025. Roughly half did so for only part of their working hours.[2] This establishes the scale of distributed work, not the level of AI adoption or its traffic impact. 

As adoption grows, homes and small businesses could become more significant sources of autonomous workloads. A work assistant might repeatedly retrieve enterprise data and invoke cloud tools. A camera might analyze video locally and upload only selected events. A defensive security agent might need a timely response while other devices compete for connectivity. 

The network questions concern traffic behavior: upstream bursts, concurrent flows, background activity, and sensitivity to delay. Multimodal agents may upload video or screen context, while model downloads can create larger downstream transfers. Some workloads will reduce WAN demand through local execution. Others may change when traffic occurs and which paths it uses. 

AI traffic requires more than bandwidth

Success depends on delivering reliable task execution, not simply higher headline speeds. As homes adopt more AI-enabled services, networks must manage increasingly dynamic mixes of interactive, event-driven, and background traffic. Success depends on protecting timely execution across the home and access network, not merely delivering a higher headline speed. 

Broadband access, aggregation, and transport planning need to account for how these workloads behave across many premises. Airties is ready to run joint measurement with broadband providers, network infrastructure providers, and agent-platform partners across representative home and business deployments. Together, we can measure traffic patterns, correlate premise and network conditions with task outcomes, and test which interventions improve reliability and cost per successful task. 

Airties can contribute device, application, and connectivity context to that effort. Is Wi-Fi contention delaying an exchange? Is a subscriber uplink saturated? Do affected premises share a congested network segment? Correlating premise observations with provider telemetry can help distinguish local problems from shared-network conditions. 

Identifying a specific agent workflow requires agent-platform telemetry. Encrypted traffic to the same API may represent either a chat session or an autonomous agent. Application evidence is needed to confirm workflow identity, task completion, and model or tool delays. Any enterprise-facing service should use explicit opt-in and limited, purpose-specific data sharing, with aggregated or de-identified data for population analysis and no routine exposure of household activity. 

Introducing AI Agent Service Level Expectations (SLEs)

Not all AI tasks are equal. Networks should prioritize workloads based on their required outcomes and urgency. The joint objective should be to assure AI agent Service Level Expectations (SLEs): the performance and reliability required to complete an intended task. A security response and a background research task have different deadlines. Network treatment should reflect those requirements rather than give every AI flow the same priority. 

As adoption and aggregate traffic grow, providers should automate traffic management within defined service policies. That means detecting contention, adjusting queueing and scheduling where congestion occurs, and verifying that time-sensitive tasks improve without starving other services. Where appropriate, those adjustments can extend to access-network resource allocation and traffic engineering. Coordination across the home and provider network is essential when a workflow spans both. 

Cost per successful task provides a complementary measure. Savings must be demonstrated: a network retry does not necessarily trigger another billable inference, and agent and application platforms make most model-selection and token-saving decisions. With application instrumentation, premise intelligence can help identify connectivity-related rework, inform local-versus-cloud execution, and schedule flexible tasks around congestion. The goal is to translate better connectivity and execution decisions into more completed tasks, less avoidable rework, and a lower cost of useful AI output. 

For broadband providers, this creates a path to more informed capacity planning and differentiated services. For enterprises, it creates a way to connect execution reliability with avoidable AI costs. For network infrastructure providers, it extends the relevance of transport assurance to workloads originating beyond the office. 

Conclusion: The Next Frontier of AI infrastruture

The opportunity for providers and infrastructure partners is to shape how distributed AI is measured, supported, and optimized. Airties brings premise intelligence to that effort, connecting it with network and agent-platform evidence to assure agent SLEs and improve cost per successful task. Joint measurement is the practical place to start. 

Sources

[1] Qualcomm, September 10, 2026. On-device agentic AI architecture 

[2] U.S. Bureau of Labor Statistics. People at work by telework status, 2025 annual averages, Table 59 

BLS reports 35.389 million people: 18.808 million teleworked some hours and 16.582 million all hours during the survey reference week. Totals may differ due to rounding. Estimates are 11-month averages excluding October, when data were not collected because of the federal government shutdown. 

[3] Anthropic, Claude API pricing. Illustratively, $3 per million tokens equates to $3,000 per billion tokens before discounts; this is not an estimate of the engineer’s actual bill. 

[4] Apple Platform Security. HomeKit camera security, February 18, 2021. Read source 

[5] Apple Security Research. Private Cloud Compute: A new frontier for AI privacy in the cloud, June 10, 2024. Read source 

Michael Rezek

Michael Rezek is Chief Business Development Officer at Airties, where he leads strategic partnerships, ecosystem development, and growth initiatives that help service providers unlock the value of AI-driven connectivity. With more than 25 years of experience spanning telecommunications, networking, cloud, and cybersecurity, Michael has a proven track record of translating technology innovation into business outcomes. Prior to joining Airties, he held senior business development and sales leadership roles at Cisco, led strategic acquisitions and partnership initiatives, and worked across global service provider, enterprise, and technology ecosystems. Michael is a licensed Professional Engineer and a Cisco Press author.

About Airties

Airties empowers operators to provide smooth, smart, secure connectivity. Airties turns smart connectivity into a competitive advantage for operators and enhances how subscribers experience connectivity in the real world: making every connection more intelligent, reliable and secure. Airties’ AI-driven insights enable operators to lower churn, reduce expenses, boost satisfaction, and attract new customers. Across departments, from engineering to marketing, Airties helps increase efficiency, accelerate innovation, and design smarter campaigns. Airties’ holistic suite of hardware-agnostic software enables ISPs to manage connectivity, based on leading industry standards and open-source software, across their fibre, cable/DSL, and fixed wireless access (FWA) deployments. Airties’ customers include leading service providers such as AT&T, Bouygues Telecom, Cox, Deutsche Telekom, Telia, Telstra, T-Mobile US, Vodafone, and many others across the world. More information is available at www.airties.com.

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