NaaS for Agentic AI Market Brief

2025 Nov

Summary:

Mplify’s Market Brief: NaaS: The Automated Network Supply Chain for Agentic AI examines how the global AI infrastructure buildout is transforming networks into programmable, automated network supply chains for intelligence production. It defines the emerging NaaS for AI model and outlines the standards, certifications, and ecosystem collaboration required to power agentic AI at scale.

Overview:

This market brief provides strategic insight into the network transformation driven by AI, highlighting four pillars shaping next-generation infrastructure: 

  • Connectivity for AI: Carrier Ethernet (CE), wavelengths, CE over broadband, and certified CE for AI performance profiles. 
  • Automation for AI: Lifecycle Service Orchestration (LSO)-enabled NaaS payloads, Model Context Protocol (MCP), Agent-to-Agent (A2A) communication, and federation frameworks for multi-provider orchestration. 
  • Cybersecurity for AI: Certified SASE, SSE, Zero Trust, and quantum-safe Carrier Ethernet and wavelength services for federated protection. 
  • Revenue Services for AI: GPU-as-a-Service and AI Model-as-a-Service creating new monetization pathways for service providers. 

The publication positions certified providers within Mplify’s standards-based ecosystem as strategic partners in the $6.7 trillion AI infrastructure buildout turning connectivity from a bottleneck into an amplifier for intelligence. 

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