Yellow Boss is right:

This transition from "pre-recorded" to "real-time generation" is the essential characteristic that distinguishes AI from all previous technologies. To help the audience better understand the structure of this massive industry, Huang Renxun proposed a "five-layer cake" model. 1. Energy: The bottom layer is energy. Because AI processes and generates intelligence in real-time, it requires energy to accomplish this. 2. Chips and computing infrastructure: The second layer is the field I am in, chips and computing infrastructure. 3. Cloud infrastructure: The layer above is cloud services. 4. AI models: Further up are AI models. This is where most people believe AI resides. But don’t forget, to realize these models, you must have all the layers below. 5. Application layer: But the most important, and what is currently happening, is the application layer. Last year was an incredible year for AI, frankly, because AI models made significant progress, enabling the application layer—something we all rely on for its success—to flourish. This application layer can be in fields like financial services, healthcare, manufacturing, and more. Ultimately, economic benefits will be generated here.