AI Chain: CEO Jensen Huang said AI is a Five-layer Cake
1.
$NVIDIA(NVDA)$ CEO Jensen Huang said AI is a five-layer cake:
1. Energy is the fuel that makes everything else possible
2. Chips are the engine of the entire economy
3. Infrastructure is the factory layer where intelligence is manufactured at scale across data centers + networks
4. Models are the intelligence layer where compute gets turned into decision-making
5. Applications are where AI meets the real world & where the value of this entire buildout is ultimately proven
So why is NVDA letting NemoClaw run on any chip?
Because Jensen is no longer trying to win only at the silicon layer against $Advanced Micro Devices(AMD)$ , $Alphabet(GOOGL)$ TPUs or $Amazon.com(AMZN)$ Trainium but trying to own the orchestration layer above the hardware.
NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip.
That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.
2.
$Applied Materials(AMAT)$ and $Micron Technology(MU)$ are partnering to develop next-generation AI memory solutions across DRAM, HBM and NAND.
The work will take place at Applied’s EPIC Center and Micron’s Boise site focusing on higher-performance, more energy-efficient memory for AI systems.
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3.
$Amazon.com(AMZN)$ CEO Andy Jassy says Amazon could reach roughly 500 million drone deliveries per year by the end of the decade.
This is the physical expression of Amazon’s flywheel as AWS helps fund the logistics buildout, the network generates data, the data improves the AI & the AI makes delivery faster.
I also think Amazon pharmacy is the most underappreciated use case given how sticky sub-hour medication delivery could become.
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