On March 10, 2026, NVIDIA CEO Jensen Huang penned a comprehensive signed article that systematically dissected the foundational logic of the AI industry. He conceptualized AI as a 'five-tier architecture,' encompassing energy, chips, infrastructure, models, and applications. Huang emphasized that the application layer, perched at the pinnacle of this AI hierarchy, represents the critical domain for generating economic value. This layer spans a wide array of fields, including drug discovery, industrial robotics, autonomous driving, and beyond, boasting immense potential for innovation.

Jensen Huang further projected that traditional software and app formats may fade into obscurity in the years ahead, with AI agents poised to become the mainstream. He underscored that each successful application will propel the development of the layers beneath it, creating a robust industrial Pull effect (Note: While 'Pull effect' could be contextually translated as 'driving effect,' it is retained here in its original form within the HTML for precision and to honor the technical terminology's specific connotation).