黄仁勋罕见发长文：未来几年传统的软件和APP形态或将消失

Core Viewpoint - The AI industry is still in its early development stage, requiring trillions of dollars in ongoing investment to fully realize its potential, despite current investments in the industry amounting to hundreds of billions of dollars [3]. Group 1: AI Five-Layer Architecture - The AI "Five-Layer Architecture" is defined as a "five-layer cake," consisting of energy, chips, infrastructure, models, and applications, with each layer supporting and driving the others [4]. - The energy layer is identified as the fundamental principle of AI infrastructure, emphasizing that real-time generated intelligence requires real-time generated power, making energy supply a critical bottleneck for AI's scalable development [4]. - The chip layer serves as the physical foundation for computing power, with advancements in chip technology directly influencing the speed of AI expansion and the reduction of intelligence costs, although current chip technology is struggling to keep pace with the explosive growth in AI computing demands [4]. Group 2: Infrastructure and Model Layers - The infrastructure layer, referred to as the "AI factory," includes essential components such as land, power delivery, cooling systems, and network coordination, with a significant global push to build chip manufacturing plants, supercomputer factories, and AI factories, marking one of the largest infrastructure developments in human history [5]. - The model layer encompasses various types of information processing, with the potential of AI models still largely untapped; open-source models play a crucial role in accelerating the demand for underlying infrastructure, chips, and energy [7]. Group 3: Application Layer and Employment Impact - The application layer is where AI generates economic value, with a wide range of applications such as drug discovery platforms and autonomous vehicles; the innovation space in this layer remains vast, with predictions that traditional software forms may evolve into a new paradigm of AI Agents [7]. - Contrary to fears of job loss due to AI, it is believed that AI will create numerous new job opportunities, particularly in skilled labor sectors needed for infrastructure development, filling significant labor gaps in various industries [8].