💼 The US Dilemma, AI Payments, and Cloud Migration
In the US, 95% of companies recognize China as a vital partner, but only half are prepared to reduce investments. Simultaneously, Mastercard has launched Agent Pay for Machines for AI agent microtransactions via Coinbase, Ripple, and Solana, while a Broadcom report records a mass migration of AI workloads from public clouds to private ones.
🌍 A structural restructuring is occurring: from geopolitical restrictions to a shift in the cloud computing paradigm (Cloud Repatriation) and the emergence of a "machine payment" economy.
👤 AI agents will be able to pay for hosting and APIs themselves, while businesses will have to develop their own servers due to the high cost of public clouds.
Source 1: https://asia.nikkei.com/politics/international-relations/us-china-tensions Source 2: https://www.mastercard.com/us/en/news-and-trends/press/2026/june/mastercard-launches-agent-pay-for-machines.html