Nvidia's CEO Redefines the AI Stack, Pressuring Cloud Giants

Nvidia CEO Jensen Huang's recent articulation of a "five-layer cake" for the AI buildout is a strategic move to define the industry's architecture on his company's terms. By positioning specialized players like CoreWeave as critical infrastructure providers, Huang is signaling a deliberate ecosystem strategy. This narrative aims to solidify Nvidia’s role not just as a chip supplier, but as the central nervous system for the entire AI economy, moving beyond simple hardware dominance to architectural control.

This reframing directly legitimizes GPU-focused cloud providers, putting immense pressure on hyperscalers like AWS and Azure to prove their own AI infrastructure is equally, if not more, efficient. It signals Nvidia's intent to cultivate a diverse network of partners, reducing its dependency on a few large customers. The move reshapes competitive dynamics by creating a new class of validated, Nvidia-backed infrastructure players, forcing the entire market to realign around Nvidia's preferred ecosystem structure.