Jensen Huang & NVIDIA released an article & said AI is a five layer cake AI isnโt just softwareโitโs global infrastructure like electricity or the internet. It runs on energy, chips, data centers, models, and applications. As intelligence is generated in real time, massive investment in power, hardware, and infrastructure will drive the next industrial revolution. ๐ง๐ต๐ฒ ๐๐ถ๐๐ฒ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป Layer 1: Energy $UEC$BE$GEV$PWR$AMPX$VICR$VST$NVTS$BWXT$LEU$CEG$CCJ$CCO Layer 2: Chips $NVDA$TSM$AVGO$AMD$ASML$ARM$MRVL$AAOI$AXTI$COHR$MU$SNDK$STX$OPTX$LITE$ICHR$AEHR Layer 3: Infrastructure $NBIS$IREN$CRWV$APLD$GLXY$ORCL$AMZN$VRT Layer 4: Models $GOOGL$META$NVDA$AMZN Layer 5: Applications $PLTR$DOCN$SNOW$PATH$NET$FSLY$PEGA$GOOGL$IDCC$CRWD AI starts with power and chips, which form massive data centers aka AI factories. These run models that understand the world, and companies build applications on top like chatbots, robotics, and self-driving systems. I might be missing a couple so comment the ones I missed !
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