NVIDIA CEO Jensen Huang recently published a rare long blog post, systematically explaining the underlying logic of the artificial intelligence industry and predicting that the traditional software and app forms are about to end. A new software paradigm - AI Agent (Intelligent Agent) will become mainstream.

In this article titled "AI is a Five - Layer Cake", Huang divided the AI industry into five mutually supporting levels: the bottom - most energy, followed by chips, infrastructure, models, and the top - level applications. He emphasized that AI is not a single application or model, but an infrastructure as crucial as electricity and the Internet, running on real hardware, energy, and economic foundations.

Huang pointed out that the current AI industry is still in a very early stage of development. Although the industry has already invested hundreds of billions of dollars, its real potential has not been fully explored yet. In the future, continuous investment of trillions of dollars will still be required to improve the underlying facilities. He specifically predicted that in the coming years, traditional software and app forms may disappear, and AI Agents are very likely to become mainstream. AI Agents are regarded as "digital colleagues" that can actively plan, call resources, and complete tasks. Users only need to propose goals, and they can independently perform complex operations. Huang believes that every successful upper - level application will pull up each layer below it, from models, infrastructure, chips, all the way to power plants at the bottom, forming a strong industrial pulling effect.

Regarding the employment concerns brought about by AI development, Huang holds an optimistic attitude. He believes that AI will not only not cut jobs but also create a large number of new high - skill and high - paying employment opportunities, especially in fields such as electricians, plumbers, and network technicians required to support AI infrastructure construction.

Source: PChome