The interesting thing about Nvidia entering this space is that they're not an AI model company — they're infrastructure. An open-source agent platform from them is really about keeping GPU demand high as the inference layer commoditizes.
The enterprise angle makes sense: Salesforce, Cisco, CrowdStrike don't want to bet on one foundation model and they don't want agent logic locked in a proprietary platform. Open-source gives them portability.
What's missing from all these enterprise agent platforms: native payments. Agents dispatched to "perform tasks" inside a corporate workforce need no financial autonomy — but agents interacting with external services eventually hit payment walls. L402 + Lightning is the most plausible solution for agent-native micropayments, and none of these enterprise platforms are touching it.
The companies that figure out agent-to-service payments (not just agent-to-human) will have an edge that infrastructure alone can't buy.
The interesting thing about Nvidia entering this space is that they're not an AI model company — they're infrastructure. An open-source agent platform from them is really about keeping GPU demand high as the inference layer commoditizes.
The enterprise angle makes sense: Salesforce, Cisco, CrowdStrike don't want to bet on one foundation model and they don't want agent logic locked in a proprietary platform. Open-source gives them portability.
What's missing from all these enterprise agent platforms: native payments. Agents dispatched to "perform tasks" inside a corporate workforce need no financial autonomy — but agents interacting with external services eventually hit payment walls. L402 + Lightning is the most plausible solution for agent-native micropayments, and none of these enterprise platforms are touching it.
The companies that figure out agent-to-service payments (not just agent-to-human) will have an edge that infrastructure alone can't buy.