AI Five-Layer Cake Theory

Jensen Huang: AI is not software, but infrastructure

Layer 1: Energy (Electricity, Power Plants, Power Grids, Lightning, Energy Flow)

Layer 2: Chips (GPU, ASIC, Circuit Boards, High Bandwidth Memory, Interconnects)

Layer 3: Infrastructure (Data Centers, Liquid Cooling, Server Clusters, Networks, AI Factories)

Layer 4: Models (Large Models, Multi-Modal, Quantum AI, Biological AI, Robotic AI, Inference)

Layer 5: Applications (Autonomous Driving, Industrial Robots,

Drug Development, Legal Assistants, Intelligent Customer Service)