Jensen Huang & NVIDIA released an article & said AI is a five layer cake AI isn’t just software—it’s 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. 𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 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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Brett @birdmanbrett · 5mo
Infrastructure should be including $BN . Energy should be including $ATRL also!
Joe Money@thejoemoneyshow · 5mo
Got to invest in electricians I want 500k a year salary let’s go
TP @tochi007 · 5moEdited
Tsla will be number one, already most of infrastructure in, most of energy supply in or improvised, already has solar energy does not need to depend on the oil. It is not only EV maker think about it is a software, can have largest subscription and can generate a lot of other businesses out of one, for example, as discussed in the past, it may offer car insurance, and once it gives car insurance, it may go after disability insurance as it believes in it products and trying to make it better every day, and has ENDLESS apossibilities TESLA stock and cross easily a few thousands if Elon Musk stays normal.
