Jensen Huang: AI Infrastructure Wave Just Beginning, Trillions More to Be Built

NVIDIA CEO Jensen Huang posted a blog titled "AI is a five layer cake" personally, describing AI as one of the most powerful forces shaping the world. He emphasized that AI is not merely a single smart application or model, but essential infrastructure comparable to electricity and the internet. Huang stated that while hundreds of billions of dollars have already been invested, trillions more in infrastructure are yet to be built. The world is witnessing the large-scale emergence of chips, computers, and AI factories, marking the greatest wave of infrastructure build-out in human history.