Nvidia (NVDA.US) rises 1.4%, closing at $187.4
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On the news front, Nvidia CEO Jensen Huang has unusually published a lengthy blog post titled "AI is a five layer cake" in his personal capacity, in which he vividly compares the AI industry architecture to a "five-layer cake": Energy → Chips → Infrastructure → Models → Applications. Huang wrote: "We are just beginning this construction. We have already invested tens of billions of dollars. There are still trillions of dollars of infrastructure to be built." In addition, Nvidia has reached a strategic cooperation with NEBIUS to jointly develop and deploy a new generation of hyperscale cloud services for the AI market. Nvidia will invest $2 billion in NEBIUS to support its goal of deploying over 5 GW of computing power by the end of 2030. (Gelonghui)
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