On Tuesday (the 10th) Eastern Time, Jensen Huang, CEO of NVIDIA, published a blog post titled 'AI is a five-layer cake' in his personal capacity. He stated that AI development is just beginning, with hundreds of billions of dollars already invested, but trillions more in infrastructure are yet to come. Huang emphasized that AI is one of the most powerful forces shaping the world today—not a single application or model, but infrastructure akin to electricity and the internet. Globally, we are witnessing an unprecedented rise in chip factories, computer assembly plants, and AI factories, marking the largest infrastructure boom in human history.
