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Are we the ones catching AI on its way up, or is AI in a rush to harvest us like crops?
Huang Ren-Shun (NVIDIA CEO) used this highly vivid metaphor in a signed article titled "AI is a Five-Layer Cake" published on March 10, 2026, to describe the true nature and industry structure of AI today.
The 5 layers from bottom to top are: energy, chips, infrastructure, models, and applications -