I think the most important lay

I think the most important layer is still the chip layer, either the manufacturer or the designer.
Simply put, everything else is not important if the chip itself is not designed right or made right.
An example is Apple, where they design and produce their own chips for the devices they sell, they are able to optimise it for the best power efficiency, giving them the option to increase battery life or have a smaller battery yet still keep up with competition.

Jensen Teases $1T Backlog: Sell the News After GTC?

At the GTC 2026 keynote, Jensen Huang announced that NVIDIA will fully enter the inference processor market and revealed that the company currently has an order backlog of nearly $1 trillion. Wedbush analyst Dan Ives predicts that NVIDIA’s market cap could surpass $6 trillion within a year. So how should investors interpret Jensen’s announcement? Can the AI inference boom deliver the growth the market expects? Will this GTC event end up like the last CES—full of exciting announcements but little impact on the stock price? Can NVIDIA truly break through the $6 trillion valuation barrier?

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