
NVIDIA Rents the AI Interconnect
Patent data shows telecom incumbents, not NVIDIA or funded startups, own the optical interconnect layer behind AI compute valuations.
Perspectives on IP strategy, patent valuation, structured invention, and the evolving landscape of intellectual property from the team at ipCapital Group.
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Patent data shows telecom incumbents, not NVIDIA or funded startups, own the optical interconnect layer behind AI compute valuations.

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The top AI security patent owner is a Chinese power utility, not a vendor. The open frontier now sits at the model, prompt, and agent layer.

Healthcare AI patents grew 67x in a decade. Imaging incumbents lead, China files 44%, and the frontier is moving into robotic surgery workflows.