May. 19 at 5:44 PM
The NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
4. AI Models ~
$MSFT,
$GOOGL,
$META,
$AMZN,
$ORCL
The playbook for this layer is being rewritten by the tech titans.
$MSFT commands the lead through OpenAI and ubiquitous Copilot integration, while
$META’s open-source Llama series has completely democratized the space, shifting models into a public utility. Meanwhile,
$GOOGL’s Gemini and
$AMZN-backed Anthropic are locked in an intense rivalry. The fascinating winner here is
$ORCL, acting as the ultimate arms dealer by supplying the massive computing clusters these model giants desperately need.
As the battle for AGI intensifies, the winner at this layer will dominate the next decade of technology. Which of these five giants do you bet has the most bulletproof moat against open-source disruption?
