Latest / Panic Drop Podcast / Nvidia's CEO just told you exactly where to invest. Here are the 5 layers and the stocks in each.

Transcript

Nvidia's CEO just told you exactly where to invest. Here are the 5 layers and the stocks in each. · Panic Drop Podcast

• 0:00
  SPEAKER_00: But when you break it all down, AI is, if I could simply, is a five-layer cake.
• 0:06
  SPEAKER_00: At the lowest layer is energy.
• 0:08
  SPEAKER_00: You can't produce something without energy.
• 0:10
  SPEAKER_00: It transforms electricity into mathematics.
• 0:14
  SPEAKER_00: And so first layer is energy.
• 0:16
  SPEAKER_00: The second layer are chips.
• 0:17
  SPEAKER_00: That's the world that I'm in.
• 0:19
  SPEAKER_00: The third layer is infrastructure,
• 0:21
  SPEAKER_00: basically these large data centers, land, power, shell,
• 0:25
  SPEAKER_00: that incorporates all of the computer technology and energy is plugged into it
• 0:31
  SPEAKER_00: and money starts spewing out.
• 0:32
  SPEAKER_00: Okay, so it's kind of the next layers is essentially infrastructure.
• 0:36
  SPEAKER_00: The layer above that is where AI models live.
• 0:40
  SPEAKER_00: And most people think that that's what AI is,
• 0:42
  SPEAKER_00: but in fact,
• 0:42
  SPEAKER_00: AI is a five layer cake and AI models For many of the countries that are here,
• 0:48
  SPEAKER_00: I work across many of your countries already today,
• 0:51
  SPEAKER_00: whether it's in startups,
• 0:53
  SPEAKER_00: established companies,
• 0:54
  SPEAKER_00: researchers,
• 0:56
  SPEAKER_00: and each one of the regions around the world are specialized
• 0:59
  SPEAKER_00: in something really important in artificial intelligence
• 1:02
  SPEAKER_00: because it's not just language.
• 1:04
  SPEAKER_00: Artificial intelligence can learn and understand and predict almost any information
• 1:09
  SPEAKER_00: that has structure.
• 1:10
  SPEAKER_00: So biology has structure, chemicals has structure, the laws of physics has structure.
• 1:15
  SPEAKER_00: And so each one of the regions around the world specializes in different areas in AI
• 1:21
  SPEAKER_00: and AI cuts across all of it,
• 1:22
  SPEAKER_00: different languages, different technologies, different information theories.
• 1:27
  SPEAKER_00: And so AI cuts across all of that and there's a whole bunch of AI models.
• 1:31
  SPEAKER_00: But the most important part of AI is the fifth layer,
• 1:34
  SPEAKER_00: the layer above that, which is data and applications.
• 1:38
  SPEAKER_00: The way to benefit,
• 1:39
  SPEAKER_00: you know,
• 1:41
  SPEAKER_00: United States is more deeply invested in inventing,
• 1:47
  SPEAKER_00: building, developing the entire five layer cake.
• 1:52
  SPEAKER_00: However,
• 1:52
  SPEAKER_00: every single region,
• 1:54
  SPEAKER_00: every single country should decide which one of the layers they want to invest in.
• 1:58
  SPEAKER_00: You don't have to win in every single one of them.
• 2:01
  SPEAKER_00: You don't have to develop all of them.
• 2:02
  SPEAKER_00: The most important part is that every single country should advocate
• 2:06
  SPEAKER_00: for AI diffusion or the adoption of AI into your industries.
• 2:12
  SPEAKER_00: And the industries that we're talking about span everything from education
• 2:14
  SPEAKER_00: to healthcare to manufacturing to sciences,
• 2:17
  SPEAKER_00: you know, every single industry in between.
• 2:19
  SPEAKER_00: And so the way to think about AI is just to think about it from the five layer stack
• 2:24
  SPEAKER_00: and United States is going to lead in the development of AI
• 2:29
  SPEAKER_00: across these five layer stacks,
• 2:31
  SPEAKER_00: but we'd love to partner with everybody so that everybody could take advantage
• 2:34
  SPEAKER_00: of this.
• 2:35
  SPEAKER_00: NVIDIA has built it in such a way that every single model and every single field
• 2:40
  SPEAKER_00: of science and every single modality runs.
• 2:43
  SPEAKER_00: And so it runs American models,
• 2:46
  SPEAKER_00: it runs international models,
• 2:47
  SPEAKER_00: it runs models in biology and chemicals and physics and robotics.