NVIDIA's visionary founder and CEO, Jensen Huang, penned a thought-provoking article on his official blog, entitled 'AI Is a 5-Tier Cake', meticulously outlining the comprehensive technological backbone of AI as a revolutionary form of infrastructure. In this framework, he dissects the AI ecosystem into five distinct yet interconnected tiers: energy, chips, infrastructure, models, and applications. Huang underscores AI's pivotal role in sculpting today's global landscape, likening its indispensability to that of electricity and the internet. He notes that the global endeavor to construct AI infrastructure is still in its nascent stages, necessitating a staggering investment of trillions of dollars in the years ahead. Huang specifically highlights that open-source models, exemplified by DeepSeek-R1, have the potential to catalyze demand across the entire AI stack, fostering a synergistic evolution that spans from energy generation to application deployment.