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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Brett
@birdmanbrett ยท 7mo
Infrastructure should be including $BN . Energy should be including $ATRL also!
Joe Money@thejoemoneyshow ยท 7mo
Got to invest in electricians I want 500k a year salary letโs go
TP @tochi007 ยท 7moEdited
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.
