---
title: "AI is a five-layer cake."
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39546979.md"
description: "The following only records some opinions of others and some of my own thoughts. These thoughts will not be comprehensive, may even be naive, and cannot provide direct guidance or advice for investment: Jensen Huang, in his blog post "AI is a 5-layered cake" and the Cosmos large model released at the beginning of the year's CES conference, directly points to one issue: that data elements will no longer be a key factor participating in the development of productivity. Of course, the realization of this "will" here spans a very long period of time. The collection of data elements and the energy required for computing power..."
datetime: "2026-03-26T13:32:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39546979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39546979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39546979.md)
author: "[长崎素世的交易员](https://longbridge.com/en/profiles/14157550.md)"
---

# AI is a five-layer cake.

The following only records some opinions of others and some of my own thoughts. These thoughts will not be comprehensive, may even be naive, and certainly cannot provide direct guidance or advice for investment: Jensen Huang, in his blog post "AI is a 5-layered cake" and the Cosmos large model released at the beginning of the year during CES, directly points to one issue: namely, data elements will no longer be a key factor participating in the development of productivity. Of course, the realization of the word "will" here spans a very long period of time. The collection of data elements and the energy required for computing power will eventually reach a dynamic equilibrium within a certain timeframe. The predictability and creatability of data refer to learning physical laws through an understanding of the physical world. From a philosophical perspective, it is akin to a form of metaphysics.

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## Comments (3)

- **长崎素世的交易员 · 2026-04-29T16:01:48.000Z**: Looking at it from another perspective, the five-layer cake uses an enormous amount of resources to feed models and applications. It's really worth imagining where this grand, all-consuming technological blueprint will lead humanity.
- **长崎素世的交易员 · 2026-04-19T13:18:00.000Z**: Looking at the trends of IGV, SOXX, and XLK, the market's capital preference is already quite clear. Of course, as Jensen wrote in his blog, the upper structure of the AI cake is:The top layer is ApplicationsThe second layer is ModulesBoth hardware and software will have their turn, but whether it's
- **长崎素世的交易员 · 2026-04-15T15:44:48.000Z**: Let's review the third layer of the cake: the technologies used are almost all knowledge from the 19th century or even earlier. The recent upgrades in ARM's new chip architecture, ruthenium replacing copper materials, and SST solid-state transformers +800 power system upgrades are all great investme