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On October 21, at the GTC conference in Berlin, NVIDIA CEO Jensen Huang stated that all telecom operators will provide AI computing power in the future, and telecom base stations may become distributed AI networks. He compared the AI economy to a five-layer cake, including energy, computing power, AI factories, models, and applications. In the computing power layer, only NVIDIA is present, while other layers encompass energy companies such as Siemens Energy and Schneider Electric, AI factory builders like Nscale and Firebird, as well as European AI model company Mistral, legal AI company Legora, and translation tool DeepL, among others. Huang also revealed that the cost of building a 1-gigawatt data center is approximately $50 billion, covering expenses such as land, electricity, construction, computing equipment, storage, and cooling.
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